BWP
Baldwin Wealth Partners’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Buy |
+1,222
| New | +$372K | 0.03% | 166 |
|
|
2025
Q1 | – | Sell |
-1,070
| Closed | -$263K | – | 244 |
|
|
2024
Q4 | $263K | Buy |
+1,070
| New | +$263K | 0.02% | 200 |
|
|
2023
Q4 | – | Sell |
-1,853
| Closed | -$240K | – | 770 |
|
|
2023
Q3 | $240K | Hold |
1,853
| – | – | 0.02% | 206 |
|
|
2023
Q2 | $254K | Sell |
1,853
-105
| -5% | -$14.4K | 0.02% | 219 |
|
|
2023
Q1 | $248K | Buy |
1,958
+74
| +4% | +$9.37K | 0.02% | 220 |
|
|
2022
Q4 | $194K | Buy |
1,884
+76
| +4% | +$7.84K | 0.02% | 233 |
|
|
2022
Q3 | $147K | Hold |
1,808
| – | – | 0.02% | 202 |
|
|
2022
Q2 | $164K | Sell |
1,808
-72
| -4% | -$6.53K | 0.02% | 204 |
|
|
2022
Q1 | $209K | Sell |
1,880
-40
| -2% | -$4.45K | 0.02% | 203 |
|
|
2021
Q4 | $269K | Buy |
1,920
+48
| +3% | +$6.73K | 0.03% | 178 |
|
|
2021
Q3 | $253K | Buy |
1,872
+141
| +8% | +$19.1K | 0.03% | 181 |
|
|
2021
Q2 | $243K | Sell |
1,731
-83
| -5% | -$11.7K | 0.03% | 179 |
|
|
2021
Q1 | $223K | Buy |
1,814
+573
| +46% | +$70.4K | 0.03% | 174 |
|
|
2020
Q4 | $162K | Buy |
1,241
+95
| +8% | +$12.4K | 0.02% | 197 |
|
|
2020
Q3 | $179K | Buy |
1,146
+15
| +1% | +$2.34K | 0.02% | 166 |
|
|
2020
Q2 | $158K | Buy |
1,131
+10
| +0.9% | +$1.4K | 0.02% | 177 |
|
|
2020
Q1 | $124K | Buy |
1,121
+105
| +10% | +$11.6K | 0.02% | 185 |
|
|
2019
Q4 | $136K | Sell |
1,016
-24
| -2% | -$3.21K | 0.02% | 206 |
|
|
2019
Q3 | $123K | Buy |
+1,040
| New | +$123K | 0.02% | 208 |
|