Clearstead 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 | $1.41M | Buy |
4,622
+982
| +27% | +$299K | 0.02% | 374 |
|
|
2025
Q1 | $977K | Sell |
3,640
-436
| -11% | -$117K | 0.02% | 411 |
|
|
2024
Q4 | $1M | Buy |
4,076
+599
| +17% | +$147K | 0.02% | 407 |
|
|
2024
Q3 | $797K | Buy |
3,477
+1,220
| +54% | +$280K | 0.01% | 466 |
|
|
2024
Q2 | $455K | Buy |
2,257
+700
| +45% | +$141K | 0.01% | 559 |
|
|
2024
Q1 | $296K | Buy |
1,557
+1,306
| +520% | +$248K | 0.01% | 403 |
|
|
2023
Q4 | $38.8K | Buy |
251
+125
| +99% | +$19.3K | ﹤0.01% | 800 |
|
|
2023
Q3 | $16.3K | Buy |
+126
| New | +$16.3K | ﹤0.01% | 1052 |
|
|
2022
Q2 | – | Sell |
-176
| Closed | -$20K | – | 1420 |
|
|
2022
Q1 | $20K | Buy |
+176
| New | +$20K | ﹤0.01% | 871 |
|