SDWMA
Schneider Downs Wealth Management Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Sell |
22,251
-643
| -3% | -$320K | 1.65% | 17 |
|
|
2025
Q1 | $8.59M | Sell |
22,894
-286
| -1% | -$107K | 1.56% | 17 |
|
|
2024
Q4 | $9.77M | Sell |
23,180
-173
| -0.7% | -$72.9K | 1.84% | 13 |
|
|
2024
Q3 | $10M | Sell |
23,353
-179
| -0.8% | -$77K | 2.06% | 11 |
|
|
2024
Q2 | $10.5M | Sell |
23,532
-325
| -1% | -$145K | 2.34% | 12 |
|
|
2024
Q1 | $10M | Buy |
23,857
+4,631
| +24% | +$1.95M | 2.31% | 12 |
|
|
2023
Q4 | $7.23M | Buy |
19,226
+54
| +0.3% | +$20.3K | 1.88% | 16 |
|
|
2023
Q3 | $6.05M | Buy |
19,172
+86
| +0.5% | +$27.2K | 1.4% | 17 |
|
|
2023
Q2 | $6.5M | Sell |
19,086
-110
| -0.6% | -$37.5K | 1.48% | 15 |
|
|
2023
Q1 | $5.53M | Sell |
19,196
-46
| -0.2% | -$13.3K | 1.14% | 17 |
|
|
2022
Q4 | $4.61M | Sell |
19,242
-4,512
| -19% | -$1.08M | 1.01% | 19 |
|
|
2022
Q3 | $5.53M | Sell |
23,754
-3,035
| -11% | -$707K | 1.62% | 11 |
|
|
2022
Q2 | $6.88M | Buy |
26,789
+541
| +2% | +$139K | 1.92% | 11 |
|
|
2022
Q1 | $8.09M | Buy |
26,248
+961
| +4% | +$296K | 2.06% | 9 |
|
|
2021
Q4 | $8.51M | Sell |
25,287
-44
| -0.2% | -$14.8K | 2.03% | 9 |
|
|
2021
Q3 | $7.14M | Buy |
25,331
+2,039
| +9% | +$575K | 1.84% | 11 |
|
|
2021
Q2 | $6.31M | Sell |
23,292
-260
| -1% | -$70.4K | 1.63% | 11 |
|
|
2021
Q1 | $5.55M | Buy |
23,552
+2,474
| +12% | +$583K | 1.36% | 11 |
|
|
2020
Q4 | $4.69M | Sell |
21,078
-513
| -2% | -$114K | 1.31% | 11 |
|
|
2020
Q3 | $4.54M | Buy |
21,591
+193
| +0.9% | +$40.6K | 1.52% | 12 |
|
|
2020
Q2 | $4.36M | Buy |
21,398
+198
| +0.9% | +$40.3K | 1.49% | 10 |
|
|
2020
Q1 | $3.34M | Buy |
21,200
+4,066
| +24% | +$641K | 1.23% | 15 |
|
|
2019
Q4 | $2.7M | Sell |
17,134
-40
| -0.2% | -$6.31K | 0.81% | 13 |
|
|
2019
Q3 | $2.39M | Buy |
17,174
+3,978
| +30% | +$553K | 0.74% | 14 |
|
|
2019
Q2 | $1.77M | Buy |
13,196
+9,405
| +248% | +$1.26M | 0.62% | 19 |
|
|
2019
Q1 | $447K | Hold |
3,791
| – | – | 0.17% | 35 |
|
|
2018
Q4 | $385K | Sell |
3,791
-370
| -9% | -$37.6K | 0.17% | 36 |
|
|
2018
Q3 | $476K | Buy |
4,161
+531
| +15% | +$60.7K | 0.3% | 30 |
|
|
2018
Q2 | $358K | Buy |
3,630
+125
| +4% | +$12.3K | 0.24% | 32 |
|
|
2018
Q1 | $320K | Buy |
3,505
+844
| +32% | +$77.1K | 0.18% | 38 |
|
|
2017
Q4 | $228K | Buy |
+2,661
| New | +$228K | 0.13% | 38 |
|
|
2017
Q3 | – | Sell |
-3,446
| Closed | -$238K | – | 44 |
|
|
2017
Q2 | $238K | Buy |
3,446
+270
| +9% | +$18.6K | 0.16% | 35 |
|
|
2017
Q1 | $209K | Buy |
+3,176
| New | +$209K | 0.14% | 42 |
|
|
2016
Q4 | – | Sell |
-3,680
| Closed | -$212K | – | 32 |
|
|
2016
Q3 | $212K | Buy |
+3,680
| New | +$212K | 0.14% | 29 |
|
|
2016
Q1 | – | Sell |
-4,195
| Closed | -$233K | – | 30 |
|
|
2015
Q4 | $233K | Buy |
+4,195
| New | +$233K | 0.27% | 24 |
|