EP Wealth Advisors’s NetApp NTAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Buy |
17,185
+2,146
| +14% | +$229K | 0.01% | 430 |
|
|
2025
Q1 | $1.32M | Buy |
15,039
+2,441
| +19% | +$214K | 0.01% | 437 |
|
|
2024
Q4 | $1.46M | Sell |
12,598
-516
| -4% | -$59.9K | 0.01% | 414 |
|
|
2024
Q3 | $1.62M | Buy |
+13,114
| New | +$1.62M | 0.01% | 397 |
|
|
2022
Q3 | – | Sell |
-5,364
| Closed | -$350K | – | 530 |
|
|
2022
Q2 | $350K | Sell |
5,364
-65
| -1% | -$4.24K | 0.01% | 450 |
|
|
2022
Q1 | $451K | Buy |
5,429
+58
| +1% | +$4.82K | 0.01% | 399 |
|
|
2021
Q4 | $494K | Sell |
5,371
-60
| -1% | -$5.52K | 0.01% | 356 |
|
|
2021
Q3 | $487K | Sell |
5,431
-423
| -7% | -$37.9K | 0.01% | 336 |
|
|
2021
Q2 | $479K | Buy |
5,854
+996
| +21% | +$81.5K | 0.01% | 344 |
|
|
2021
Q1 | $353K | Buy |
4,858
+830
| +21% | +$60.3K | 0.01% | 380 |
|
|
2020
Q4 | $267K | Buy |
+4,028
| New | +$267K | 0.01% | 362 |
|