DWM
Diversify Wealth Management’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.29M | Buy |
15,533
+1,291
| +9% | +$356K | 0.26% | 115 |
|
|
2025
Q1 | $4.17M | Buy |
14,242
+1,938
| +16% | +$567K | 0.31% | 93 |
|
|
2024
Q4 | $3.09M | Buy |
12,304
+1,209
| +11% | +$304K | 0.24% | 116 |
|
|
2024
Q3 | $2.6M | Buy |
11,095
+127
| +1% | +$29.8K | 0.25% | 104 |
|
|
2024
Q2 | $2.18M | Buy |
+10,968
| New | +$2.18M | 0.27% | 91 |
|