Insight Wealth Strategies’s NetApp NTAP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-19,660
Closed -$2.43M 169
2024
Q3
$2.43M Sell
19,660
-227
-1% -$28K 0.32% 84
2024
Q2
$2.56M Sell
19,887
-1,965
-9% -$253K 0.36% 60
2024
Q1
$2.29M Sell
21,852
-2,905
-12% -$305K 0.34% 65
2023
Q4
$2.18M Buy
24,757
+503
+2% +$44.3K 0.35% 54
2023
Q3
$1.84M Buy
24,254
+948
+4% +$71.9K 0.36% 51
2023
Q2
$1.78M Buy
23,306
+50
+0.2% +$3.82K 0.34% 53
2023
Q1
$1.48M Sell
23,256
-3
-0% -$192 0.29% 63
2022
Q4
$1.4M Buy
23,259
+1,024
+5% +$61.5K 0.27% 70
2022
Q3
$1.45M Hold
22,235
0.27% 61
2022
Q2
$1.45M Sell
22,235
-1,239
-5% -$80.9K 0.27% 61
2022
Q1
$1.95M Buy
23,474
+4,396
+23% +$365K 0.29% 49
2021
Q4
$1.76M Buy
19,078
+1,236
+7% +$114K 0.25% 61
2021
Q3
$1.6M Buy
17,842
+7,056
+65% +$633K 0.23% 65
2021
Q2
$883K Buy
+10,786
New +$883K 0.13% 111