SDWMA
Schneider Downs Wealth Management Advisors’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-387
| Closed | -$212K | – | 152 |
|
|
2025
Q1 | $212K | Hold |
387
| – | – | 0.04% | 134 |
|
|
2024
Q4 | $204K | Buy |
+387
| New | +$204K | 0.04% | 134 |
|
|
2022
Q4 | – | Sell |
-2,035
| Closed | -$579K | – | 138 |
|
|
2022
Q3 | $579K | Sell |
2,035
-639
| -24% | -$182K | 0.17% | 56 |
|
|
2022
Q2 | $844K | Sell |
2,674
-43
| -2% | -$13.6K | 0.24% | 42 |
|
|
2022
Q1 | $971K | Buy |
2,717
+68
| +3% | +$24.3K | 0.25% | 42 |
|
|
2021
Q4 | $952K | Sell |
2,649
-122
| -4% | -$43.8K | 0.23% | 50 |
|
|
2021
Q3 | $963K | Buy |
2,771
+15
| +0.5% | +$5.21K | 0.25% | 46 |
|
|
2021
Q2 | $1.01M | Buy |
2,756
+6
| +0.2% | +$2.19K | 0.26% | 39 |
|
|
2021
Q1 | $979K | Buy |
2,750
+1,917
| +230% | +$682K | 0.24% | 37 |
|
|
2020
Q4 | $297K | Buy |
833
+15
| +2% | +$5.35K | 0.08% | 64 |
|
|
2020
Q3 | $277K | Buy |
818
+93
| +13% | +$31.5K | 0.09% | 76 |
|
|
2020
Q2 | $214K | Buy |
+725
| New | +$214K | 0.07% | 89 |
|