Arete Wealth 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 | $406K | Sell |
1,334
-145
| -10% | -$44.1K | 0.03% | 478 |
|
2025
Q1 | $397K | Sell |
1,479
-714
| -33% | -$192K | 0.03% | 453 |
|
2024
Q4 | $541K | Buy |
2,193
+137
| +7% | +$33.8K | 0.04% | 392 |
|
2024
Q3 | $469K | Sell |
2,056
-1,371
| -40% | -$313K | 0.04% | 392 |
|
2024
Q2 | $691K | Buy |
+3,427
| New | +$691K | 0.06% | 317 |
|
2024
Q1 | – | Sell |
-3,491
| Closed | -$540K | – | 660 |
|
2023
Q4 | $540K | Buy |
3,491
+110
| +3% | +$17K | 0.04% | 383 |
|
2023
Q3 | $437K | Buy |
+3,381
| New | +$437K | 0.08% | 260 |
|