EP Wealth Advisors’s SAP SAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $899K | Buy |
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|
2025
Q1 | $683K | Sell |
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|
2024
Q4 | $674K | Buy |
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|
2024
Q3 | $492K | Buy |
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|
2024
Q2 | $342K | Buy |
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|
2024
Q1 | $271K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $538K | Buy |
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|
2022
Q1 | $319K | Buy |
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|
2021
Q4 | $317K | Buy |
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|
2021
Q3 | $295K | Buy |
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|
2021
Q2 | $286K | Buy |
|