Confluence Wealth Services’s NetApp NTAP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$700K Buy
2025
Q1
$445K Sell
2024
Q4
$742K Buy
2024
Q3
$718K Buy
2024
Q2
$638K Buy
2024
Q1
$492K Buy
2023
Q4
$404K Sell
2023
Q3
$355K Sell
2023
Q2
$367K Sell
2023
Q1
$310K Buy
2022
Q4
$267K Sell
2022
Q3
$347K Sell
2022
Q2
$459K Sell
2022
Q1
$634K Buy
2021
Q4
$161K Buy