EverSource Wealth Advisors’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $730K | Buy |
2,401
+202
| +9% | +$61.4K | 0.03% | 352 |
|
|
2025
Q1 | $590K | Sell |
2,199
-465
| -17% | -$125K | 0.03% | 348 |
|
|
2024
Q4 | $656K | Buy |
2,664
+1,261
| +90% | +$310K | 0.04% | 313 |
|
|
2024
Q3 | $321K | Buy |
1,403
+81
| +6% | +$18.6K | 0.02% | 429 |
|
|
2024
Q2 | $280K | Buy |
1,322
+144
| +12% | +$30.5K | 0.02% | 460 |
|
|
2024
Q1 | $213K | Buy |
1,178
+281
| +31% | +$50.9K | 0.02% | 467 |
|
|
2023
Q4 | $139K | Buy |
897
+152
| +20% | +$23.5K | 0.01% | 529 |
|
|
2023
Q3 | $96.3K | Buy |
745
+236
| +46% | +$30.5K | 0.01% | 574 |
|
|
2023
Q2 | $69.6K | Buy |
509
+14
| +3% | +$1.92K | 0.01% | 713 |
|
|
2023
Q1 | $62.6K | Sell |
495
-87
| -15% | -$11K | 0.01% | 703 |
|
|
2022
Q4 | $60.1K | Buy |
582
+71
| +14% | +$7.33K | 0.01% | 693 |
|
|
2022
Q3 | $41K | Buy |
511
+157
| +44% | +$12.6K | 0.01% | 685 |
|
|
2022
Q2 | $32K | Buy |
354
+154
| +77% | +$13.9K | 0.01% | 714 |
|
|
2022
Q1 | $22K | Sell |
200
-28
| -12% | -$3.08K | 0.01% | 670 |
|
|
2021
Q4 | $32K | Buy |
+228
| New | +$32K | 0.01% | 517 |
|