EWM
Endowment Wealth Management’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Buy |
927
+147
| +19% | +$44.7K | 0.15% | 117 |
|
|
2025
Q1 | $209K | Sell |
780
-98
| -11% | -$26.3K | 0.13% | 135 |
|
|
2024
Q4 | $216K | Buy |
+878
| New | +$216K | 0.15% | 125 |
|
|
2024
Q3 | – | Sell |
-993
| Closed | -$200K | – | 140 |
|
|
2024
Q2 | $200K | Sell |
993
-104
| -9% | -$21K | 0.15% | 120 |
|
|
2024
Q1 | $214K | Sell |
1,097
-431
| -28% | -$84.1K | 0.16% | 118 |
|
|
2023
Q4 | $236K | Buy |
+1,528
| New | +$236K | 0.2% | 111 |
|