CWM
Concentrum Wealth Management’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,102
| Closed | -$296K | – | 80 |
|
|
2025
Q1 | $296K | Sell |
1,102
-5
| -0.5% | -$1.34K | 0.11% | 64 |
|
|
2024
Q4 | $273K | Sell |
1,107
-7
| -0.6% | -$1.72K | 0.1% | 69 |
|
|
2024
Q3 | $255K | Sell |
1,114
-4
| -0.4% | -$916 | 0.1% | 61 |
|
|
2024
Q2 | $226K | Sell |
1,118
-10
| -0.9% | -$2.02K | 0.09% | 67 |
|
|
2024
Q1 | $220K | Buy |
+1,128
| New | +$220K | 0.1% | 63 |
|