Schneider Downs Wealth Management Advisors’s Porch Group PRCH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.97M	Sell	274,216 -600	-0.2%	-$4.79K	0.22%	51
2025 Q4	$2.51M	Hold	274,816	–	–	0.28%	43
2025 Q3	$4.61M	Sell	274,816 -1,867	-0.7%	-$28.6K	0.55%	28
2025 Q2	$3.26M	Sell	276,683 -6,593	-2%	-$56.6K	0.49%	31
2025 Q1	$2.07M	Hold	283,276	–	–	0.37%	34
2024 Q4	$1.39M	Hold	283,276	–	–	0.26%	49
2024 Q3	$435K	Sell	283,276 -335	-0.1%	-$526	0.09%	93
2024 Q2	$428K	Hold	283,611	–	–	0.1%	90
2024 Q1	$1.22M	Hold	283,611	–	–	0.28%	46
2023 Q4	$874K	Hold	283,611	–	–	0.23%	51
2023 Q3	$228K	Hold	283,611	–	–	0.05%	99
2023 Q2	$391K	Hold	283,611	–	–	0.09%	70
2023 Q1	$406K	Hold	283,611	–	–	0.08%	71
2022 Q4	$533K	Buy	+283,611	New	+$501K	0.12%	63