HB Wealth Management’s NetApp NTAP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$520K Buy
4,878
+1,108
+29% +$118K ﹤0.01% 714
2025
Q1
$331K Buy
3,770
+566
+18% +$49.7K ﹤0.01% 905
2024
Q4
$372K Buy
3,204
+184
+6% +$21.4K ﹤0.01% 724
2024
Q3
$373K Buy
3,020
+331
+12% +$40.9K ﹤0.01% 678
2024
Q2
$346K Buy
2,689
+228
+9% +$29.4K ﹤0.01% 654
2024
Q1
$258K Sell
2,461
-81
-3% -$8.5K ﹤0.01% 707
2023
Q4
$224K Sell
2,542
-295
-10% -$26K ﹤0.01% 706
2023
Q3
$215K Buy
+2,837
New +$215K ﹤0.01% 685
2022
Q3
Sell
-5,166
Closed -$337K 604
2022
Q2
$337K Buy
+5,166
New +$337K 0.01% 416