Creative Planning’s SAP SAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $22M | Buy |
128,571
+1,270
| +1% | +$262K | 0.01% | 402 |
|
|
2025
Q4 | $30.9M | Sell |
127,301
-804
| -0.6% | -$205K | 0.02% | 284 |
|
|
2025
Q3 | $34.2M | Buy |
128,105
+1,380
| +1% | +$388K | 0.03% | 252 |
|
|
2025
Q2 | $38.5M | Buy |
126,725
+12,316
| +11% | +$3.53M | 0.03% | 216 |
|
|
2025
Q1 | $30.7M | Buy |
114,409
+9,424
| +9% | +$2.57M | 0.03% | 235 |
|
|
2024
Q4 | $25.8M | Buy |
104,985
+9,551
| +10% | +$2.27M | 0.03% | 244 |
|
|
2024
Q3 | $21.9M | Buy |
95,434
+14,146
| +17% | +$3.01M | 0.02% | 267 |
|
|
2024
Q2 | $16.4M | Buy |
81,288
+4,264
| +6% | +$805K | 0.02% | 302 |
|
|
2024
Q1 | $15M | Buy |
77,024
+7,488
| +11% | +$1.33M | 0.02% | 313 |
|
|
2023
Q4 | $10.7M | Buy |
69,536
+5,533
| +9% | +$800K | 0.02% | 365 |
|
|
2023
Q3 | $8.28M | Buy |
64,003
+4,514
| +8% | +$614K | 0.01% | 398 |
|
|
2023
Q2 | $8.14M | Buy |
59,489
+4,833
| +9% | +$639K | 0.01% | 396 |
|
|
2023
Q1 | $6.92M | Buy |
54,656
+778
| +1% | +$91.3K | 0.01% | 420 |
|
|
2022
Q4 | $5.56M | Buy |
53,878
+7,162
| +15% | +$717K | 0.01% | 459 |
|
|
2022
Q3 | $3.8M | Buy |
46,716
+7,193
| +18% | +$635K | 0.01% | 504 |
|
|
2022
Q2 | $3.59M | Sell |
39,523
-227
| -0.6% | -$22.7K | 0.01% | 543 |
|
|
2022
Q1 | $4.41M | Buy |
39,750
+6,910
| +21% | +$840K | 0.01% | 487 |
|
|
2021
Q4 | $4.6M | Sell |
32,840
-12,659
| -28% | -$1.77M | 0.01% | 435 |
|
|
2021
Q3 | $6.14M | Buy |
45,499
+10,934
| +32% | +$1.59M | 0.01% | 367 |
|
|
2021
Q2 | $4.86M | Sell |
34,565
-12,815
| -27% | -$1.78M | 0.01% | 415 |
|
|
2021
Q1 | $5.82M | Sell |
47,380
-14,534
| -23% | -$1.84M | 0.01% | 377 |
|
|
2020
Q4 | $8.07M | Buy |
61,914
+42,433
| +218% | +$5.48M | 0.02% | 294 |
|
|
2020
Q3 | $3.04M | Buy |
19,481
+3,542
| +22% | +$562K | 0.01% | 431 |
|
|
2020
Q2 | $2.23M | Sell |
15,939
-214
| -1% | -$26.4K | 0.01% | 463 |
|
|
2020
Q1 | $1.78M | Sell |
16,153
-552
| -3% | -$69.6K | 0.01% | 461 |
|
|
2019
Q4 | $2.24M | Sell |
16,705
-429
| -3% | -$56.4K | 0.01% | 481 |
|
|
2019
Q3 | $2.02M | Sell |
17,134
-73
| -0.4% | -$9.04K | 0.01% | 488 |
|
|
2019
Q2 | $2.35M | Buy |
17,207
+432
| +3% | +$53.8K | 0.01% | 452 |
|
|
2019
Q1 | $1.94M | Buy |
16,775
+546
| +3% | +$58.1K | 0.01% | 475 |
|
|
2018
Q4 | $1.62M | Buy |
16,229
+3,508
| +28% | +$373K | 0.01% | 474 |
|
|
2018
Q3 | $1.56M | Buy |
12,721
+1,373
| +12% | +$163K | 0.01% | 559 |
|
|
2018
Q2 | $1.31M | Buy |
11,348
+1,426
| +14% | +$161K | 0.01% | 603 |
|
|
2018
Q1 | $1.04M | Buy |
9,922
+677
| +7% | +$73.1K | ﹤0.01% | 717 |
|
|
2017
Q4 | $1.04M | Buy |
9,245
+781
| +9% | +$88.3K | ﹤0.01% | 714 |
|
|
2017
Q3 | $928K | Buy |
8,464
+230
| +3% | +$24.4K | ﹤0.01% | 753 |
|
|
2017
Q2 | $862K | Buy |
8,234
+1,381
| +20% | +$142K | ﹤0.01% | 760 |
|
|
2017
Q1 | $673K | Sell |
6,853
-166
| -2% | -$15.4K | ﹤0.01% | 830 |
|
|
2016
Q4 | $607K | Buy |
7,019
+704
| +11% | +$60.5K | ﹤0.01% | 836 |
|
|
2016
Q3 | $577K | Buy |
6,315
+2,451
| +63% | +$211K | ﹤0.01% | 819 |
|
|
2016
Q2 | $290K | Sell |
3,864
-213
| -5% | -$16.7K | ﹤0.01% | 1073 |
|
|
2016
Q1 | $328K | Sell |
4,077
-644
| -14% | -$50.1K | ﹤0.01% | 944 |
|
|
2015
Q4 | $373K | Sell |
4,721
-323
| -6% | -$24.8K | ﹤0.01% | 892 |
|
|
2015
Q3 | $327K | Buy |
+5,044
| New | +$348K | ﹤0.01% | 925 |
|
|
2015
Q2 | – | Sell |
-17,997
| Closed | -$1.3M | – | 2646 |
|
|
2015
Q1 | $1.3M | Buy |
17,997
+13,396
| +291% | +$916K | 0.01% | 386 |
|
|
2014
Q4 | $320K | Buy |
4,601
+793
| +21% | +$54.5K | ﹤0.01% | 903 |
|
|
2014
Q3 | $275K | Buy |
3,808
+567
| +17% | +$44.1K | ﹤0.01% | 907 |
|
|
2014
Q2 | $250K | Buy |
3,241
+310
| +11% | +$24.1K | ﹤0.01% | 926 |
|
|
2014
Q1 | $238K | Sell |
2,931
-225
| -7% | -$17.8K | ﹤0.01% | 919 |
|
|
2013
Q4 | $275K | Buy |
3,156
+365
| +13% | +$29K | ﹤0.01% | 719 |
|
|
2013
Q3 | $206K | Buy |
2,791
+565
| +25% | +$41.8K | ﹤0.01% | 754 |
|
|
2013
Q2 | $162K | Buy |
+2,226
| New | +$173K | ﹤0.01% | 749 |
|
Other funds holding SAP
WPL
