Creative Planning’s SAP SAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.5M | Buy |
126,725
+12,316
| +11% | +$3.75M | 0.03% | 216 |
|
|
2025
Q1 | $30.7M | Buy |
114,409
+9,424
| +9% | +$2.53M | 0.03% | 235 |
|
|
2024
Q4 | $25.8M | Buy |
104,985
+9,551
| +10% | +$2.35M | 0.03% | 244 |
|
|
2024
Q3 | $21.9M | Buy |
95,434
+14,146
| +17% | +$3.24M | 0.02% | 267 |
|
|
2024
Q2 | $16.4M | Buy |
81,288
+4,264
| +6% | +$860K | 0.02% | 302 |
|
|
2024
Q1 | $15M | Buy |
77,024
+7,488
| +11% | +$1.46M | 0.02% | 313 |
|
|
2023
Q4 | $10.7M | Buy |
69,536
+5,533
| +9% | +$855K | 0.02% | 365 |
|
|
2023
Q3 | $8.28M | Buy |
64,003
+4,514
| +8% | +$584K | 0.01% | 398 |
|
|
2023
Q2 | $8.14M | Buy |
59,489
+4,833
| +9% | +$661K | 0.01% | 396 |
|
|
2023
Q1 | $6.92M | Buy |
54,656
+778
| +1% | +$98.5K | 0.01% | 420 |
|
|
2022
Q4 | $5.56M | Buy |
53,878
+7,162
| +15% | +$739K | 0.01% | 458 |
|
|
2022
Q3 | $3.8M | Buy |
46,716
+7,193
| +18% | +$584K | 0.01% | 503 |
|
|
2022
Q2 | $3.59M | Sell |
39,523
-227
| -0.6% | -$20.6K | 0.01% | 542 |
|
|
2022
Q1 | $4.41M | Buy |
39,750
+6,910
| +21% | +$767K | 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% | +$1.48M | 0.01% | 367 |
|
|
2021
Q2 | $4.86M | Sell |
34,565
-12,815
| -27% | -$1.8M | 0.01% | 415 |
|
|
2021
Q1 | $5.82M | Sell |
47,380
-14,534
| -23% | -$1.78M | 0.01% | 372 |
|
|
2020
Q4 | $8.07M | Buy |
61,914
+42,433
| +218% | +$5.53M | 0.02% | 289 |
|
|
2020
Q3 | $3.04M | Buy |
19,481
+3,542
| +22% | +$552K | 0.01% | 425 |
|
|
2020
Q2 | $2.23M | Sell |
15,939
-214
| -1% | -$30K | 0.01% | 456 |
|
|
2020
Q1 | $1.79M | Sell |
16,153
-552
| -3% | -$61K | 0.01% | 458 |
|
|
2019
Q4 | $2.24M | Sell |
16,705
-429
| -3% | -$57.5K | 0.01% | 479 |
|
|
2019
Q3 | $2.02M | Sell |
17,134
-73
| -0.4% | -$8.61K | 0.01% | 486 |
|
|
2019
Q2 | $2.35M | Buy |
17,207
+432
| +3% | +$59.1K | 0.01% | 450 |
|
|
2019
Q1 | $1.94M | Buy |
16,775
+546
| +3% | +$63K | 0.01% | 472 |
|
|
2018
Q4 | $1.62M | Buy |
16,229
+3,508
| +28% | +$349K | 0.01% | 472 |
|
|
2018
Q3 | $1.57M | Buy |
12,721
+1,373
| +12% | +$169K | 0.01% | 556 |
|
|
2018
Q2 | $1.31M | Buy |
11,348
+1,426
| +14% | +$165K | 0.01% | 598 |
|
|
2018
Q1 | $1.04M | Buy |
9,922
+677
| +7% | +$71.2K | ﹤0.01% | 712 |
|
|
2017
Q4 | $1.04M | Buy |
9,245
+781
| +9% | +$87.8K | ﹤0.01% | 707 |
|
|
2017
Q3 | $928K | Buy |
8,464
+230
| +3% | +$25.2K | ﹤0.01% | 749 |
|
|
2017
Q2 | $862K | Buy |
8,234
+1,381
| +20% | +$145K | ﹤0.01% | 754 |
|
|
2017
Q1 | $673K | Sell |
6,853
-166
| -2% | -$16.3K | ﹤0.01% | 826 |
|
|
2016
Q4 | $607K | Buy |
7,019
+704
| +11% | +$60.9K | ﹤0.01% | 833 |
|
|
2016
Q3 | $577K | Buy |
6,315
+2,451
| +63% | +$224K | ﹤0.01% | 815 |
|
|
2016
Q2 | $290K | Sell |
3,864
-213
| -5% | -$16K | ﹤0.01% | 1068 |
|
|
2016
Q1 | $328K | Sell |
4,077
-644
| -14% | -$51.8K | ﹤0.01% | 941 |
|
|
2015
Q4 | $373K | Sell |
4,721
-323
| -6% | -$25.5K | ﹤0.01% | 887 |
|
|
2015
Q3 | $327K | Buy |
+5,044
| New | +$327K | ﹤0.01% | 921 |
|
|
2015
Q2 | – | Sell |
-17,997
| Closed | -$1.3M | – | 2528 |
|
|
2015
Q1 | $1.3M | Buy |
17,997
+13,396
| +291% | +$967K | 0.01% | 385 |
|
|
2014
Q4 | $320K | Buy |
4,601
+793
| +21% | +$55.2K | ﹤0.01% | 901 |
|
|
2014
Q3 | $275K | Buy |
3,808
+567
| +17% | +$40.9K | ﹤0.01% | 906 |
|
|
2014
Q2 | $250K | Buy |
3,241
+310
| +11% | +$23.9K | ﹤0.01% | 923 |
|
|
2014
Q1 | $238K | Sell |
2,931
-225
| -7% | -$18.3K | ﹤0.01% | 918 |
|
|
2013
Q4 | $275K | Buy |
3,156
+365
| +13% | +$31.8K | ﹤0.01% | 719 |
|
|
2013
Q3 | $206K | Buy |
2,791
+565
| +25% | +$41.7K | ﹤0.01% | 754 |
|
|
2013
Q2 | $162K | Buy |
+2,226
| New | +$162K | ﹤0.01% | 749 |
|