Circle Wealth Management’s SAP SAP Stock Holding History

Circle Wealth Management’s Portfolio SAP Stock Details SAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$548K	Sell
2025 Q1	$516K	Sell
2024 Q4	$653K	Buy
2024 Q3	$582K	Hold
2024 Q2	$512K	Buy
2024 Q1	$449K	Hold
2023 Q4	$356K	Buy
2023 Q3	$238K	Buy