Capital Planning Advisors’s SAP SAP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$223K	Buy	+734	New	+$223K	0.03%	133
2024 Q2	–	Sell	-1,058	Closed	-$206K	–	144
2024 Q1	$206K	Buy	+1,058	New	+$206K	0.04%	138