EWA
Exencial Wealth Advisors’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.37M | Sell |
11,069
-1,373
| -11% | -$418K | 0.12% | 166 |
|
|
2025
Q1 | $3.34M | Buy |
12,442
+419
| +3% | +$112K | 0.12% | 171 |
|
|
2024
Q4 | $2.96M | Buy |
12,023
+101
| +0.8% | +$24.9K | 0.11% | 178 |
|
|
2024
Q3 | $2.73M | Buy |
11,922
+500
| +4% | +$115K | 0.1% | 186 |
|
|
2024
Q2 | $2.3M | Sell |
11,422
-387
| -3% | -$78.1K | 0.09% | 193 |
|
|
2024
Q1 | $2.3M | Buy |
11,809
+327
| +3% | +$63.8K | 0.09% | 194 |
|
|
2023
Q4 | $1.78M | Sell |
11,482
-1,499
| -12% | -$232K | 0.07% | 207 |
|
|
2023
Q3 | $1.68M | Buy |
12,981
+306
| +2% | +$39.6K | 0.08% | 188 |
|
|
2023
Q2 | $1.73M | Buy |
12,675
+1,255
| +11% | +$172K | 0.08% | 192 |
|
|
2023
Q1 | $1.45M | Sell |
11,420
-377
| -3% | -$47.7K | 0.07% | 193 |
|
|
2022
Q4 | $1.22M | Buy |
11,797
+40
| +0.3% | +$4.13K | 0.07% | 206 |
|
|
2022
Q3 | $955K | Buy |
11,757
+114
| +1% | +$9.26K | 0.06% | 210 |
|
|
2022
Q2 | $1.06M | Buy |
11,643
+522
| +5% | +$47.3K | 0.06% | 206 |
|
|
2022
Q1 | $1.23M | Buy |
11,121
+1,895
| +21% | +$210K | 0.06% | 218 |
|
|
2021
Q4 | $1.29M | Buy |
9,226
+1,829
| +25% | +$256K | 0.06% | 213 |
|
|
2021
Q3 | $999K | Buy |
7,397
+857
| +13% | +$116K | 0.04% | 190 |
|
|
2021
Q2 | $919K | Buy |
6,540
+667
| +11% | +$93.7K | 0.05% | 242 |
|
|
2021
Q1 | $721K | Buy |
5,873
+1,587
| +37% | +$195K | 0.04% | 242 |
|
|
2020
Q4 | $559K | Buy |
+4,286
| New | +$559K | 0.04% | 235 |
|