CIA
Concurrent Investment Advisors’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
3,845
+604
| +19% | +$184K | 0.02% | 555 |
|
|
2025
Q1 | $870K | Buy |
3,241
+1,799
| +125% | +$483K | 0.02% | 581 |
|
|
2024
Q4 | $355K | Buy |
1,442
+302
| +26% | +$74.3K | 0.01% | 758 |
|
|
2024
Q3 | $261K | Sell |
1,140
-31
| -3% | -$7.1K | 0.01% | 827 |
|
|
2024
Q2 | $236K | Buy |
1,171
+67
| +6% | +$13.5K | 0.01% | 803 |
|
|
2024
Q1 | $215K | Buy |
+1,104
| New | +$215K | 0.01% | 776 |
|