Heritage Wealth Advisors’s NetApp NTAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Hold |
2,730
| – | – | 0.01% | 175 |
|
|
2025
Q1 | $240K | Hold |
2,730
| – | – | 0.01% | 181 |
|
|
2024
Q4 | $317K | Hold |
2,730
| – | – | 0.02% | 163 |
|
|
2024
Q3 | $337K | Hold |
2,730
| – | – | 0.02% | 168 |
|
|
2024
Q2 | $352K | Hold |
2,730
| – | – | 0.02% | 158 |
|
|
2024
Q1 | $287K | Hold |
2,730
| – | – | 0.01% | 180 |
|
|
2023
Q4 | $241K | Hold |
2,730
| – | – | 0.01% | 196 |
|
|
2023
Q3 | $207K | Hold |
2,730
| – | – | 0.01% | 200 |
|
|
2023
Q2 | $209K | Hold |
2,730
| – | – | 0.01% | 203 |
|
|
2023
Q1 | $174K | Hold |
2,730
| – | – | 0.01% | 212 |
|
|
2022
Q4 | $164K | Hold |
2,730
| – | – | 0.01% | 228 |
|
|
2022
Q3 | $169K | Hold |
2,730
| – | – | 0.01% | 213 |
|
|
2022
Q2 | $178K | Hold |
2,730
| – | – | 0.01% | 208 |
|
|
2022
Q1 | $227K | Hold |
2,730
| – | – | 0.01% | 192 |
|
|
2021
Q4 | $251K | Hold |
2,730
| – | – | 0.01% | 185 |
|
|
2021
Q3 | $245K | Hold |
2,730
| – | – | 0.02% | 182 |
|
|
2021
Q2 | $223K | Hold |
2,730
| – | – | 0.01% | 194 |
|
|
2021
Q1 | $198K | Hold |
2,730
| – | – | 0.01% | 204 |
|
|
2020
Q4 | $181K | Hold |
2,730
| – | – | 0.01% | 206 |
|
|
2020
Q3 | $120K | Hold |
2,730
| – | – | 0.02% | 191 |
|
|
2020
Q2 | $121K | Hold |
2,730
| – | – | 0.02% | 181 |
|
|
2020
Q1 | $114K | Sell |
2,730
-13
| -0.5% | -$542 | 0.02% | 180 |
|
|
2019
Q4 | $171K | Buy |
2,743
+13
| +0.5% | +$809 | 0.02% | 182 |
|
|
2019
Q3 | $143K | Buy |
+2,730
| New | +$143K | 0.02% | 185 |
|