Atria Wealth Solutions’s NetApp NTAP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-9,353
Closed -$822K 1752
2025
Q1
$822K Sell
9,353
-1,565
-14% -$137K 0.01% 952
2024
Q4
$1.27M Buy
10,918
+937
+9% +$109K 0.01% 825
2024
Q3
$1.23M Sell
9,981
-1,205
-11% -$149K 0.01% 832
2024
Q2
$1.44M Buy
11,186
+4,683
+72% +$603K 0.02% 744
2024
Q1
$683K Buy
6,503
+3,072
+90% +$322K 0.01% 1095
2023
Q4
$302K Buy
3,431
+765
+29% +$67.4K ﹤0.01% 1482
2023
Q3
$202K Buy
+2,666
New +$202K ﹤0.01% 1683