Beverly Hills Private Wealth’s NetApp NTAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Sell |
2,530
-137
| -5% | -$14.6K | 0.05% | 280 |
|
|
2025
Q1 | $234K | Buy |
2,667
+64
| +2% | +$5.62K | 0.05% | 310 |
|
|
2024
Q4 | $302K | Hold |
2,603
| – | – | 0.06% | 258 |
|
|
2024
Q3 | $321K | Sell |
2,603
-586
| -18% | -$72.4K | 0.07% | 260 |
|
|
2024
Q2 | $411K | Buy |
3,189
+78
| +3% | +$10K | 0.09% | 213 |
|
|
2024
Q1 | $327K | Sell |
3,111
-198
| -6% | -$20.8K | 0.08% | 263 |
|
|
2023
Q4 | $292K | Buy |
3,309
+211
| +7% | +$18.6K | 0.08% | 262 |
|
|
2023
Q3 | $235K | Sell |
3,098
-3,298
| -52% | -$250K | 0.07% | 257 |
|
|
2023
Q2 | $497K | Buy |
6,396
+3,217
| +101% | +$250K | 0.08% | 229 |
|
|
2023
Q1 | $203K | Buy |
+3,179
| New | +$203K | 0.06% | 261 |
|