IWA
Icon Wealth Advisors’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Sell |
1,445
-152
| -10% | -$46.2K | 0.03% | 263 |
|
|
2025
Q1 | $429K | Sell |
1,597
-330
| -17% | -$88.6K | 0.04% | 234 |
|
|
2024
Q4 | $474K | Sell |
1,927
-147
| -7% | -$36.2K | 0.04% | 221 |
|
|
2024
Q3 | $475K | Sell |
2,074
-125
| -6% | -$28.6K | 0.04% | 215 |
|
|
2024
Q2 | $465K | Buy |
2,199
+98
| +5% | +$20.7K | 0.04% | 219 |
|
|
2024
Q1 | $410K | Sell |
2,101
-43
| -2% | -$8.39K | 0.04% | 231 |
|
|
2023
Q4 | $331K | Buy |
+2,144
| New | +$331K | 0.03% | 250 |
|