SDWMA

Schneider Downs Wealth Management Advisors’s TriMas Corp TRS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$529K	Hold	18,474	–	–	0.08%	89
2025 Q1	$433K	Hold	18,474	–	–	0.08%	95
2024 Q4	$454K	Hold	18,474	–	–	0.09%	93
2024 Q3	$472K	Hold	18,474	–	–	0.1%	91
2024 Q2	$472K	Hold	18,474	–	–	0.11%	81
2024 Q1	$494K	Sell	18,474 -4,266	-19%	-$114K	0.11%	81
2023 Q4	$576K	Hold	22,740	–	–	0.15%	60
2023 Q3	$563K	Hold	22,740	–	–	0.13%	53
2023 Q2	$625K	Sell	22,740 -4,260	-16%	-$117K	0.14%	54
2023 Q1	$752K	Hold	27,000	–	–	0.15%	51
2022 Q4	$749K	Hold	27,000	–	–	0.16%	48
2022 Q3	$677K	Sell	27,000 -550	-2%	-$13.8K	0.2%	45
2022 Q2	$763K	Hold	27,550	–	–	0.21%	47
2022 Q1	$884K	Hold	27,550	–	–	0.23%	46
2021 Q4	$1.02M	Hold	27,550	–	–	0.24%	45
2021 Q3	$892K	Hold	27,550	–	–	0.23%	49
2021 Q2	$836K	Hold	27,550	–	–	0.22%	47
2021 Q1	$835K	Hold	27,550	–	–	0.2%	42
2020 Q4	$873K	Sell	27,550 -2,485	-8%	-$78.7K	0.24%	34
2020 Q3	$685K	Hold	30,035	–	–	0.23%	37
2020 Q2	$719K	Sell	30,035 -515	-2%	-$12.3K	0.25%	36
2020 Q1	$706K	Hold	30,550	–	–	0.26%	38
2019 Q4	$960K	Hold	30,550	–	–	0.29%	31
2019 Q3	$936K	Hold	30,550	–	–	0.29%	28
2019 Q2	$946K	Hold	30,550	–	–	0.33%	27
2019 Q1	$924K	Buy	30,550 +13,250	+77%	+$401K	0.35%	25
2018 Q4	$472K	Buy	+17,300	New	+$472K	0.2%	33