SDWMA
Schneider Downs Wealth Management Advisors’s Porch Group PRCH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.26M | Sell |
276,683
-6,593
| -2% | -$77.7K | 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% | -$514 | 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 | +$533K | 0.12% | 63 |
|