SDWMA
Schneider Downs Wealth Management Advisors’s Park-Ohio Holdings PKOH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Hold |
17,306
| – | – | 0.05% | 114 |
|
|
2025
Q1 | $374K | Hold |
17,306
| – | – | 0.07% | 100 |
|
|
2024
Q4 | $455K | Hold |
17,306
| – | – | 0.09% | 92 |
|
|
2024
Q3 | $531K | Hold |
17,306
| – | – | 0.11% | 81 |
|
|
2024
Q2 | $448K | Buy |
17,306
+6,000
| +53% | +$155K | 0.1% | 86 |
|
|
2024
Q1 | $302K | Sell |
11,306
-7,849
| -41% | -$209K | 0.07% | 103 |
|
|
2023
Q4 | $516K | Hold |
19,155
| – | – | 0.13% | 66 |
|
|
2023
Q3 | $381K | Buy |
19,155
+810
| +4% | +$16.1K | 0.09% | 73 |
|
|
2023
Q2 | $349K | Buy |
18,345
+5,000
| +37% | +$95K | 0.08% | 83 |
|
|
2023
Q1 | $161K | Hold |
13,345
| – | – | 0.03% | 111 |
|
|
2022
Q4 | $163K | Buy |
+13,345
| New | +$163K | 0.04% | 109 |
|