Congress Wealth Management’s SAP SAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Buy |
6,366
+2,500
| +65% | +$760K | 0.02% | 563 |
|
|
2025
Q1 | $1.04M | Sell |
3,866
-1,424
| -27% | -$382K | 0.01% | 626 |
|
|
2024
Q4 | $1.3M | Buy |
5,290
+680
| +15% | +$167K | 0.02% | 477 |
|
|
2024
Q3 | $1.06M | Buy |
4,610
+3,487
| +311% | +$799K | 0.01% | 516 |
|
|
2024
Q2 | $227K | Sell |
1,123
-177
| -14% | -$35.7K | ﹤0.01% | 674 |
|
|
2024
Q1 | $254K | Sell |
1,300
-105
| -7% | -$20.5K | ﹤0.01% | 534 |
|
|
2023
Q4 | $217K | Buy |
+1,405
| New | +$217K | ﹤0.01% | 582 |
|