BTWM
Baker Tilly Wealth Management’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Buy |
1,377
+66
| +5% | +$20.1K | 0.15% | 143 |
|
|
2025
Q1 | $352K | Sell |
1,311
-2,383
| -65% | -$640K | 0.14% | 162 |
|
|
2024
Q4 | $910K | Sell |
3,694
-489
| -12% | -$120K | 0.36% | 62 |
|
|
2024
Q3 | $958K | Buy |
4,183
+71
| +2% | +$16.3K | 0.42% | 59 |
|
|
2024
Q2 | $829K | Sell |
4,112
-2,590
| -39% | -$522K | 0.34% | 69 |
|
|
2024
Q1 | $1.31M | Sell |
6,702
-64
| -0.9% | -$12.5K | 0.24% | 96 |
|
|
2023
Q4 | $1.05M | Sell |
6,766
-1,155
| -15% | -$179K | 0.17% | 133 |
|
|
2023
Q3 | $1.02M | Sell |
7,921
-10,912
| -58% | -$1.41M | 0.17% | 127 |
|
|
2023
Q2 | $2.58M | Buy |
18,833
+125
| +0.7% | +$17.1K | 0.27% | 83 |
|
|
2023
Q1 | $2.37M | Buy |
18,708
+3,738
| +25% | +$473K | 0.27% | 81 |
|
|
2022
Q4 | $1.54M | Buy |
14,970
+5,418
| +57% | +$559K | 0.19% | 124 |
|
|
2022
Q3 | $776K | Sell |
9,552
-186
| -2% | -$15.1K | 0.11% | 208 |
|
|
2022
Q2 | $883K | Buy |
+9,738
| New | +$883K | 0.12% | 194 |
|