GWM
Gitterman Wealth Management’s NetApp NTAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
+1,919
| New | +$204K | 0.05% | 142 |
|
|
2025
Q1 | – | Sell |
-1,900
| Closed | -$221K | – | 153 |
|
|
2024
Q4 | $221K | Buy |
1,900
+114
| +6% | +$13.2K | 0.09% | 103 |
|
|
2024
Q3 | $221K | Buy |
1,786
+23
| +1% | +$2.84K | 0.09% | 107 |
|
|
2024
Q2 | $227K | Sell |
1,763
-319
| -15% | -$41.1K | 0.09% | 88 |
|
|
2024
Q1 | $218K | Buy |
+2,082
| New | +$218K | 0.08% | 86 |
|
|
2023
Q2 | – | Sell |
-3,173
| Closed | -$203K | – | 102 |
|
|
2023
Q1 | $203K | Buy |
+3,173
| New | +$203K | 0.1% | 75 |
|