HFP
Holistic Financial Partners’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-846
| Closed | -$208K | – | 129 |
|
|
2024
Q4 | $208K | Sell |
846
-41
| -5% | -$10.1K | 0.1% | 112 |
|
|
2024
Q3 | $203K | Buy |
+887
| New | +$203K | 0.1% | 112 |
|
|
2018
Q2 | – | Sell |
-1,051
| Closed | -$111K | – | 301 |
|
|
2018
Q1 | $111K | Buy |
1,051
+62
| +6% | +$6.55K | 0.09% | 102 |
|
|
2017
Q4 | $111K | Buy |
+989
| New | +$111K | 0.09% | 106 |
|