EP Wealth Advisors’s NetApp NTAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Buy |
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|
2025
Q1 | $1.32M | Buy |
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|
2024
Q4 | $1.46M | Sell |
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|
2024
Q3 | $1.62M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $350K | Sell |
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|
2022
Q1 | $451K | Buy |
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|
2021
Q4 | $494K | Sell |
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|
2021
Q3 | $487K | Sell |
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|
2021
Q2 | $479K | Buy |
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|
2021
Q1 | $353K | Buy |
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|
2020
Q4 | $267K | Buy |
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