HWA
HHM Wealth Advisors’s NetApp NTAP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $101K | Hold |
945
| – | – | 0.01% | 278 |
|
2025
Q1 | $83K | Sell |
945
-3
| -0.3% | -$264 | 0.01% | 286 |
|
2024
Q4 | $110K | Buy |
948
+163
| +21% | +$18.9K | 0.02% | 253 |
|
2024
Q3 | $97K | Hold |
785
| – | – | 0.01% | 246 |
|
2024
Q2 | $101K | Hold |
785
| – | – | 0.02% | 243 |
|
2024
Q1 | $82.4K | Hold |
785
| – | – | 0.01% | 229 |
|
2023
Q4 | $69.2K | Hold |
785
| – | – | 0.01% | 246 |
|
2023
Q3 | $59.6K | Hold |
785
| – | – | 0.01% | 257 |
|
2023
Q2 | $60K | Hold |
785
| – | – | 0.01% | 260 |
|
2023
Q1 | $50.1K | Buy |
785
+480
| +157% | +$30.6K | 0.01% | 275 |
|
2022
Q4 | $18.3K | Hold |
305
| – | – | ﹤0.01% | 373 |
|
2022
Q3 | $19K | Hold |
305
| – | – | 0.01% | 354 |
|
2022
Q2 | $20K | Hold |
305
| – | – | 0.01% | 425 |
|
2022
Q1 | $25K | Hold |
305
| – | – | 0.01% | 408 |
|
2021
Q4 | $28K | Hold |
305
| – | – | 0.01% | 383 |
|
2021
Q3 | $27K | Hold |
305
| – | – | 0.01% | 375 |
|
2021
Q2 | $25K | Hold |
305
| – | – | 0.01% | 373 |
|
2021
Q1 | $22K | Hold |
305
| – | – | 0.01% | 368 |
|
2020
Q4 | $20K | Hold |
305
| – | – | 0.01% | 353 |
|
2020
Q3 | $13K | Buy |
+305
| New | +$13K | 0.01% | 363 |
|