Aviso Wealth Management’s NetApp NTAP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$205K Sell
1,923
-2,302
-54% -$245K 0.1% 142
2025
Q1
$371K Sell
4,225
-633
-13% -$55.6K 0.2% 102
2024
Q4
$564K Sell
4,858
-653
-12% -$75.8K 0.29% 82
2024
Q3
$681K Sell
5,511
-638
-10% -$78.8K 0.37% 73
2024
Q2
$792K Buy
6,149
+83
+1% +$10.7K 0.47% 56
2024
Q1
$637K Buy
6,066
+2,595
+75% +$272K 0.4% 63
2023
Q4
$306K Buy
+3,471
New +$306K 0.22% 104