EP Wealth Advisors’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $899K | Buy |
2,956
+411
| +16% | +$125K | 0.01% | 585 |
|
|
2025
Q1 | $683K | Sell |
2,545
-193
| -7% | -$51.8K | 0.01% | 603 |
|
|
2024
Q4 | $674K | Buy |
2,738
+590
| +27% | +$145K | 0.01% | 600 |
|
|
2024
Q3 | $492K | Buy |
2,148
+454
| +27% | +$104K | ﹤0.01% | 698 |
|
|
2024
Q2 | $342K | Buy |
1,694
+303
| +22% | +$61.1K | ﹤0.01% | 617 |
|
|
2024
Q1 | $271K | Buy |
+1,391
| New | +$271K | ﹤0.01% | 661 |
|
|
2022
Q3 | – | Sell |
-5,926
| Closed | -$538K | – | 572 |
|
|
2022
Q2 | $538K | Buy |
5,926
+3,054
| +106% | +$277K | 0.01% | 357 |
|
|
2022
Q1 | $319K | Buy |
2,872
+607
| +27% | +$67.4K | 0.01% | 479 |
|
|
2021
Q4 | $317K | Buy |
2,265
+78
| +4% | +$10.9K | 0.01% | 451 |
|
|
2021
Q3 | $295K | Buy |
2,187
+152
| +7% | +$20.5K | 0.01% | 432 |
|
|
2021
Q2 | $286K | Buy |
+2,035
| New | +$286K | 0.01% | 454 |
|