FWA
FSM Wealth Advisors’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $552K | Sell |
1,806
-87
| -5% | -$26.6K | 0.09% | 142 |
|
|
2025
Q1 | $508K | Buy |
1,893
+221
| +13% | +$59.3K | 0.11% | 105 |
|
|
2024
Q4 | $437K | Buy |
1,672
+71
| +4% | +$18.6K | 0.11% | 107 |
|
|
2024
Q3 | $367K | Buy |
1,601
+22
| +1% | +$5.04K | 0.1% | 117 |
|
|
2024
Q2 | $319K | Sell |
1,579
-583
| -27% | -$118K | 0.11% | 109 |
|
|
2024
Q1 | $422K | Buy |
2,162
+50
| +2% | +$9.75K | 0.15% | 95 |
|
|
2023
Q4 | $326K | Sell |
2,112
-118
| -5% | -$18.2K | 0.14% | 110 |
|
|
2023
Q3 | $288K | Sell |
2,230
-10
| -0.4% | -$1.29K | 0.15% | 113 |
|
|
2023
Q2 | $305K | Buy |
+2,240
| New | +$305K | 0.15% | 115 |
|