BWM
Baron Wealth Management’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $543K | Buy |
1,785
+90
| +5% | +$27.4K | 0.19% | 74 |
|
|
2025
Q1 | $455K | Buy |
1,695
+92
| +6% | +$24.7K | 0.2% | 82 |
|
|
2024
Q4 | $395K | Sell |
1,603
-9
| -0.6% | -$2.22K | 0.19% | 88 |
|
|
2024
Q3 | $369K | Sell |
1,612
-550
| -25% | -$126K | 0.18% | 97 |
|
|
2024
Q2 | $436K | Buy |
2,162
+163
| +8% | +$32.9K | 0.23% | 67 |
|
|
2024
Q1 | $390K | Hold |
1,999
| – | – | 0.21% | 83 |
|
|
2023
Q4 | $309K | Buy |
1,999
+219
| +12% | +$33.9K | 0.17% | 103 |
|
|
2023
Q3 | $230K | Buy |
1,780
+103
| +6% | +$13.3K | 0.15% | 120 |
|
|
2023
Q2 | $229K | Buy |
+1,677
| New | +$229K | 0.15% | 120 |
|