SDWMA
Schneider Downs Wealth Management Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,641
| Closed | -$273K | – | 153 |
|
|
2025
Q1 | $273K | Buy |
9,641
+29
| +0.3% | +$820 | 0.05% | 119 |
|
|
2024
Q4 | $219K | Hold |
9,612
| – | – | 0.04% | 129 |
|
|
2024
Q3 | $211K | Buy |
+9,612
| New | +$211K | 0.04% | 134 |
|
|
2024
Q2 | – | Sell |
-10,812
| Closed | -$190K | – | 138 |
|
|
2024
Q1 | $190K | Buy |
10,812
+380
| +4% | +$6.69K | 0.04% | 132 |
|
|
2023
Q4 | $175K | Buy |
+10,432
| New | +$175K | 0.05% | 116 |
|
|
2019
Q3 | – | Sell |
-10,000
| Closed | -$335K | – | 75 |
|
|
2019
Q2 | $335K | Hold |
10,000
| – | – | 0.12% | 47 |
|
|
2019
Q1 | $314K | Hold |
10,000
| – | – | 0.12% | 46 |
|
|
2018
Q4 | $285K | Sell |
10,000
-1,778
| -15% | -$50.7K | 0.12% | 43 |
|
|
2018
Q3 | $396K | Buy |
11,778
+191
| +2% | +$6.42K | 0.25% | 33 |
|
|
2018
Q2 | $372K | Buy |
11,587
+1,300
| +13% | +$41.7K | 0.25% | 31 |
|
|
2018
Q1 | $367K | Hold |
10,287
| – | – | 0.21% | 32 |
|
|
2017
Q4 | $400K | Hold |
10,287
| – | – | 0.23% | 27 |
|
|
2017
Q3 | $403K | Sell |
10,287
-1,733
| -14% | -$67.9K | 0.26% | 25 |
|
|
2017
Q2 | $454K | Buy |
12,020
+1,010
| +9% | +$38.1K | 0.3% | 22 |
|
|
2017
Q1 | $457K | Buy |
11,010
+600
| +6% | +$24.9K | 0.31% | 25 |
|
|
2016
Q4 | $443K | Sell |
10,410
-781
| -7% | -$33.2K | 0.3% | 22 |
|
|
2016
Q3 | $454K | Buy |
11,191
+781
| +8% | +$31.7K | 0.29% | 20 |
|
|
2016
Q2 | $450K | Sell |
10,410
-416
| -4% | -$18K | 0.3% | 19 |
|
|
2016
Q1 | $424K | Buy |
10,826
+416
| +4% | +$16.3K | 0.3% | 16 |
|
|
2015
Q4 | $358K | Buy |
+10,410
| New | +$358K | 0.41% | 19 |
|