American Trust Investment Advisors’s SAP SAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $493K | Hold |
1,620
| – | – | 0.25% | 49 |
|
|
2025
Q1 | $435K | Sell |
1,620
-20
| -1% | -$5.37K | 0.18% | 79 |
|
|
2024
Q4 | $404K | Hold |
1,640
| – | – | 0.17% | 84 |
|
|
2024
Q3 | $376K | Sell |
1,640
-810
| -33% | -$186K | 0.15% | 88 |
|
|
2024
Q2 | $494K | Hold |
2,450
| – | – | 0.24% | 53 |
|
|
2024
Q1 | $478K | Hold |
2,450
| – | – | 0.23% | 56 |
|
|
2023
Q4 | $379K | Buy |
2,450
+200
| +9% | +$30.9K | 0.2% | 61 |
|
|
2023
Q3 | $291K | Hold |
2,250
| – | – | 0.16% | 69 |
|
|
2023
Q2 | $308K | Sell |
2,250
-705
| -24% | -$96.5K | 0.17% | 67 |
|
|
2023
Q1 | $374K | Hold |
2,955
| – | – | 0.23% | 60 |
|
|
2022
Q4 | $305K | Buy |
+2,955
| New | +$305K | 0.19% | 62 |
|
|
2022
Q3 | – | Sell |
-2,340
| Closed | -$212K | – | 78 |
|
|
2022
Q2 | $212K | Hold |
2,340
| – | – | 0.13% | 74 |
|
|
2022
Q1 | $260K | Hold |
2,340
| – | – | 0.13% | 77 |
|
|
2021
Q4 | $328K | Buy |
2,340
+30
| +1% | +$4.21K | 0.16% | 70 |
|
|
2021
Q3 | $312K | Buy |
+2,310
| New | +$312K | 0.18% | 70 |
|
|
2015
Q1 | – | Sell |
-22,255
| Closed | -$1.55M | – | 75 |
|
|
2014
Q4 | $1.55M | Buy |
+22,255
| New | +$1.55M | 1.64% | 30 |
|