Carson Wealth (CWM LLC)’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
3,552
+457
| +15% | +$139K | ﹤0.01% | 1209 |
|
|
2025
Q1 | $831K | Sell |
3,095
-40
| -1% | -$10.7K | ﹤0.01% | 1235 |
|
|
2024
Q4 | $772K | Buy |
3,135
+117
| +4% | +$28.8K | ﹤0.01% | 1209 |
|
|
2024
Q3 | $691K | Buy |
3,018
+151
| +5% | +$34.6K | ﹤0.01% | 1189 |
|
|
2024
Q2 | $578K | Buy |
2,867
+240
| +9% | +$48.4K | ﹤0.01% | 1131 |
|
|
2024
Q1 | $512K | Buy |
2,627
+519
| +25% | +$101K | ﹤0.01% | 1129 |
|
|
2023
Q4 | $326K | Buy |
2,108
+253
| +14% | +$39.1K | ﹤0.01% | 1219 |
|
|
2023
Q3 | $240K | Buy |
1,855
+186
| +11% | +$24.1K | ﹤0.01% | 1236 |
|
|
2023
Q2 | $228K | Buy |
1,669
+302
| +22% | +$41.3K | ﹤0.01% | 1202 |
|
|
2023
Q1 | $173K | Sell |
1,367
-68
| -5% | -$8.61K | ﹤0.01% | 1256 |
|
|
2022
Q4 | $148K | Buy |
1,435
+175
| +14% | +$18K | ﹤0.01% | 1209 |
|
|
2022
Q3 | $102K | Buy |
1,260
+8
| +0.6% | +$648 | ﹤0.01% | 1317 |
|
|
2022
Q2 | $114K | Sell |
1,252
-9
| -0.7% | -$819 | ﹤0.01% | 1264 |
|
|
2022
Q1 | $140K | Buy |
1,261
+205
| +19% | +$22.8K | ﹤0.01% | 1190 |
|
|
2021
Q4 | $148K | Buy |
+1,056
| New | +$148K | ﹤0.01% | 1149 |
|
|
2021
Q2 | $108K | Hold |
768
| – | – | ﹤0.01% | 1107 |
|
|
2021
Q1 | $108K | Hold |
768
| – | – | ﹤0.01% | 1107 |
|
|
2020
Q4 | $108K | Hold |
768
| – | – | ﹤0.01% | 1107 |
|
|
2020
Q3 | $108K | Hold |
768
| – | – | ﹤0.01% | 1107 |
|
|
2020
Q2 | $108K | Hold |
768
| – | – | ﹤0.01% | 1107 |
|
|
2020
Q1 | $108K | Hold |
768
| – | – | ﹤0.01% | 1107 |
|
|
2019
Q4 | $108K | Hold |
768
| – | – | ﹤0.01% | 1107 |
|
|
2019
Q3 | $108K | Hold |
768
| – | – | ﹤0.01% | 1107 |
|
|
2019
Q2 | $108K | Hold |
768
| – | – | ﹤0.01% | 1107 |
|
|
2019
Q1 | $108K | Buy |
768
+362
| +89% | +$50.9K | ﹤0.01% | 1107 |
|
|
2018
Q4 | $40K | Buy |
406
+294
| +263% | +$29K | ﹤0.01% | 927 |
|
|
2018
Q3 | $14K | Sell |
112
-5
| -4% | -$625 | ﹤0.01% | 1056 |
|
|
2018
Q2 | $14K | Buy |
117
+26
| +29% | +$3.11K | ﹤0.01% | 913 |
|
|
2018
Q1 | $10K | Buy |
91
+45
| +98% | +$4.95K | ﹤0.01% | 855 |
|
|
2017
Q4 | $5K | Buy |
46
+1
| +2% | +$109 | ﹤0.01% | 1100 |
|
|
2017
Q3 | $5K | Sell |
45
-2
| -4% | -$222 | ﹤0.01% | 1093 |
|
|
2017
Q2 | $5K | Sell |
47
-1
| -2% | -$106 | ﹤0.01% | 889 |
|
|
2017
Q1 | $5K | Buy |
+48
| New | +$5K | ﹤0.01% | 873 |
|
|
2014
Q1 | – | Sell |
-233
| Closed | -$20K | – | 385 |
|
|
2013
Q4 | $20K | Buy |
233
+11
| +5% | +$944 | ﹤0.01% | 341 |
|
|
2013
Q3 | $16K | Buy |
+222
| New | +$16K | ﹤0.01% | 288 |
|