Caldwell Trust’s SAP SAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Buy |
761
+91
|
|
||||
|
2025
Q1 | $180K | Buy |
+670
|
|
||||
|
2022
Q4 | – | Sell |
-50
|
|
||||
|
2022
Q3 | $4.06K | Hold |
50
|
|
||||
|
2022
Q2 | $4.54K | Hold |
50
|
|
||||
|
2022
Q1 | $5.55K | Hold |
50
|
|
||||
|
2021
Q4 | $7.01K | Sell |
50
-375
|
|
||||
|
2021
Q3 | $57.4K | Sell |
425
-79
|
|
||||
|
2021
Q2 | $70.8K | Sell |
504
-31
|
|
||||
|
2021
Q1 | $65.7K | Sell |
535
-20
|
|
||||
|
2020
Q4 | $72.4K | Hold |
555
|
|
||||
|
2020
Q3 | $86.5K | Buy |
555
+51
|
|
||||
|
2020
Q2 | $70.6K | Hold |
504
|
|
||||
|
2020
Q1 | $55.7K | Sell |
504
-90
|
|
||||
|
2019
Q4 | $79.6K | Buy |
+594
|
|