CWM
Circle Wealth Management’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $516K | Sell |
1,924
-730
| -28% | -$196K | 0.01% | 158 |
|
|
2024
Q4 | $653K | Buy |
2,654
+115
| +5% | +$28.3K | 0.01% | 147 |
|
|
2024
Q3 | $582K | Hold |
2,539
| – | – | 0.01% | 158 |
|
|
2024
Q2 | $512K | Buy |
2,539
+238
| +10% | +$48K | 0.01% | 159 |
|
|
2024
Q1 | $449K | Hold |
2,301
| – | – | 0.01% | 150 |
|
|
2023
Q4 | $356K | Buy |
2,301
+462
| +25% | +$71.4K | 0.01% | 158 |
|
|
2023
Q3 | $238K | Buy |
+1,839
| New | +$238K | 0.01% | 188 |
|