Caldwell Trust’s SAP SAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $47K | Sell |
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|
2025
Q2 | $231K | Buy |
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|
2025
Q1 | $180K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $4.06K | Hold |
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|
2022
Q2 | $4.54K | Hold |
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|
2022
Q1 | $5.55K | Hold |
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|
2021
Q4 | $7.01K | Sell |
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|
2021
Q3 | $57.4K | Sell |
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|
2021
Q2 | $70.8K | Sell |
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|
2021
Q1 | $65.7K | Sell |
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|
2020
Q4 | $72.4K | Hold |
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|
2020
Q3 | $86.5K | Buy |
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|
2020
Q2 | $70.6K | Hold |
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|
2020
Q1 | $55.7K | Sell |
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|
2019
Q4 | $79.6K | Buy |
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