B. Riley Wealth Advisors’s NetApp NTAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Buy |
+1,905
| New | +$203K | 0.01% | 866 |
|
|
2024
Q4 | $259K | Sell |
2,232
-145
| -6% | -$16.8K | 0.01% | 928 |
|
|
2024
Q3 | $293K | Sell |
2,377
-281
| -11% | -$34.6K | 0.01% | 968 |
|
|
2024
Q2 | $342K | Sell |
2,658
-831
| -24% | -$107K | 0.01% | 961 |
|
|
2024
Q1 | $265K | Buy |
3,489
+271
| +8% | +$20.6K | 0.01% | 1105 |
|
|
2023
Q4 | $284K | Sell |
3,218
-271
| -8% | -$23.9K | 0.01% | 1085 |
|
|
2023
Q3 | $265K | Buy |
3,489
+238
| +7% | +$18.1K | 0.01% | 1105 |
|
|
2023
Q2 | $248K | Buy |
+3,251
| New | +$248K | 0.01% | 1224 |
|
|
2023
Q1 | – | Sell |
-3,627
| Closed | -$218K | – | 1588 |
|
|
2022
Q4 | $218K | Buy |
+3,627
| New | +$218K | 0.01% | 1209 |
|
|
2022
Q2 | – | Sell |
-2,964
| Closed | -$247K | – | 1340 |
|
|
2022
Q1 | $247K | Buy |
+2,964
| New | +$247K | 0.01% | 1103 |
|
|
2020
Q1 | – | Sell |
-5,325
| Closed | -$332K | – | 859 |
|
|
2019
Q4 | $332K | Buy |
+5,325
| New | +$332K | 0.03% | 557 |
|
|
2015
Q1 | – | Sell |
-500
| Closed | -$21 | – | 1490 |
|
|
2014
Q4 | $21 | Buy |
+500
| New | +$21 | ﹤0.01% | 2519 |
|
|
2014
Q3 | – | Sell |
-500
| Closed | -$18.3K | – | 1456 |
|
|
2014
Q2 | $18.3K | Buy |
+500
| New | +$18.3K | ﹤0.01% | 1510 |
|