AO
Advisor OS’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Buy |
+691
| New | +$210K | 0.02% | 419 |
|
|
2022
Q1 | – | Sell |
-2,900
| Closed | -$406K | – | 239 |
|
|
2021
Q4 | $406K | Buy |
2,900
+127
| +5% | +$17.8K | 0.08% | 189 |
|
|
2021
Q3 | $374K | Hold |
2,773
| – | – | 0.08% | 180 |
|
|
2021
Q2 | $389K | Sell |
2,773
-169
| -6% | -$23.7K | 0.08% | 165 |
|
|
2021
Q1 | $362K | Buy |
2,942
+25
| +0.9% | +$3.08K | 0.08% | 141 |
|
|
2020
Q4 | $381K | Buy |
+2,917
| New | +$381K | 0.1% | 97 |
|