SDWMA
Schneider Downs Wealth Management Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $925K | Sell |
2,606
-142
| -5% | -$50.4K | 0.14% | 66 |
|
|
2025
Q1 | $963K | Sell |
2,748
-353
| -11% | -$124K | 0.17% | 57 |
|
|
2024
Q4 | $980K | Hold |
3,101
| – | – | 0.18% | 58 |
|
|
2024
Q3 | $853K | Buy |
3,101
+1,333
| +75% | +$367K | 0.17% | 57 |
|
|
2024
Q2 | $464K | Sell |
1,768
-139
| -7% | -$36.5K | 0.1% | 82 |
|
|
2024
Q1 | $532K | Buy |
1,907
+1,103
| +137% | +$308K | 0.12% | 72 |
|
|
2023
Q4 | $209K | Buy |
+804
| New | +$209K | 0.05% | 112 |
|
|
2022
Q4 | – | Sell |
-2,558
| Closed | -$454K | – | 154 |
|
|
2022
Q3 | $454K | Sell |
2,558
-1,275
| -33% | -$226K | 0.13% | 68 |
|
|
2022
Q2 | $755K | Sell |
3,833
-70
| -2% | -$13.8K | 0.21% | 48 |
|
|
2022
Q1 | $866K | Buy |
3,903
+111
| +3% | +$24.6K | 0.22% | 48 |
|
|
2021
Q4 | $822K | Sell |
3,792
-195
| -5% | -$42.3K | 0.2% | 55 |
|
|
2021
Q3 | $888K | Buy |
3,987
+1,046
| +36% | +$233K | 0.23% | 50 |
|
|
2021
Q2 | $688K | Buy |
2,941
+42
| +1% | +$9.83K | 0.18% | 56 |
|
|
2021
Q1 | $614K | Buy |
2,899
+1,739
| +150% | +$368K | 0.15% | 59 |
|
|
2020
Q4 | $254K | Sell |
1,160
-529
| -31% | -$116K | 0.07% | 78 |
|
|
2020
Q3 | $338K | Buy |
1,689
+180
| +12% | +$36K | 0.11% | 59 |
|
|
2020
Q2 | $291K | Hold |
1,509
| – | – | 0.1% | 65 |
|
|
2020
Q1 | $243K | Buy |
+1,509
| New | +$243K | 0.09% | 76 |
|