AE Wealth Management’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
3,875
+933
| +32% | +$284K | 0.01% | 682 |
|
|
2025
Q1 | $790K | Sell |
2,942
-269
| -8% | -$72.2K | 0.01% | 777 |
|
|
2024
Q4 | $791K | Sell |
3,211
-370
| -10% | -$91.1K | 0.01% | 765 |
|
|
2024
Q3 | $820K | Sell |
3,581
-3,297
| -48% | -$755K | 0.01% | 750 |
|
|
2024
Q2 | $1.39M | Buy |
6,878
+741
| +12% | +$149K | 0.01% | 623 |
|
|
2024
Q1 | $1.2M | Buy |
6,137
+826
| +16% | +$161K | 0.01% | 618 |
|
|
2023
Q4 | $922K | Sell |
5,311
-996
| -16% | -$173K | ﹤0.01% | 1186 |
|
|
2023
Q3 | $816K | Buy |
6,307
+1,037
| +20% | +$134K | ﹤0.01% | 1181 |
|
|
2023
Q2 | $721K | Buy |
5,270
+846
| +19% | +$116K | ﹤0.01% | 1217 |
|
|
2023
Q1 | $560K | Buy |
4,424
+300
| +7% | +$38K | ﹤0.01% | 1295 |
|
|
2022
Q4 | $426K | Sell |
4,124
-14
| -0.3% | -$1.45K | ﹤0.01% | 1370 |
|
|
2022
Q3 | $336K | Buy |
4,138
+227
| +6% | +$18.4K | ﹤0.01% | 1420 |
|
|
2022
Q2 | $355K | Buy |
3,911
+943
| +32% | +$85.6K | ﹤0.01% | 1361 |
|
|
2022
Q1 | $329K | Sell |
2,968
-118
| -4% | -$13.1K | ﹤0.01% | 1382 |
|
|
2021
Q4 | $432K | Buy |
3,086
+205
| +7% | +$28.7K | ﹤0.01% | 1305 |
|
|
2021
Q3 | $389K | Sell |
2,881
-3
| -0.1% | -$405 | ﹤0.01% | 1269 |
|
|
2021
Q2 | $405K | Buy |
2,884
+404
| +16% | +$56.7K | ﹤0.01% | 1217 |
|
|
2021
Q1 | $305K | Buy |
2,480
+626
| +34% | +$77K | ﹤0.01% | 1241 |
|
|
2020
Q4 | $242K | Buy |
1,854
+94
| +5% | +$12.3K | ﹤0.01% | 1216 |
|
|
2020
Q3 | $274K | Sell |
1,760
-59
| -3% | -$9.19K | ﹤0.01% | 1070 |
|
|
2020
Q2 | $255K | Buy |
+1,819
| New | +$255K | ﹤0.01% | 1077 |
|
|
2020
Q1 | – | Sell |
-2,006
| Closed | -$269K | – | 1245 |
|
|
2019
Q4 | $269K | Buy |
+2,006
| New | +$269K | 0.01% | 947 |
|
|
2019
Q3 | – | Sell |
-1,483
| Closed | -$203K | – | 1049 |
|
|
2019
Q2 | $203K | Buy |
+1,483
| New | +$203K | 0.01% | 898 |
|