Integrated Wealth Concepts’s SAP SAP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.38M | Buy |
4,527
+1,607
| +55% | +$489K | 0.01% | 768 |
|
2025
Q1 | $784K | Sell |
2,920
-773
| -21% | -$208K | 0.01% | 936 |
|
2024
Q4 | $909K | Buy |
3,693
+1,454
| +65% | +$358K | 0.01% | 862 |
|
2024
Q3 | $513K | Buy |
2,239
+18
| +0.8% | +$4.12K | 0.01% | 1070 |
|
2024
Q2 | $448K | Buy |
2,221
+46
| +2% | +$9.28K | 0.01% | 1097 |
|
2024
Q1 | $424K | Sell |
2,175
-152
| -7% | -$29.6K | 0.01% | 1127 |
|
2023
Q4 | $360K | Sell |
2,327
-158
| -6% | -$24.4K | 0.01% | 1164 |
|
2023
Q3 | $321K | Buy |
2,485
+149
| +6% | +$19.3K | 0.01% | 1192 |
|
2023
Q2 | $320K | Sell |
2,336
-36
| -2% | -$4.93K | 0.01% | 1195 |
|
2023
Q1 | $300K | Sell |
2,372
-14,468
| -86% | -$1.83M | 0.01% | 1058 |
|
2022
Q4 | $1.74M | Buy |
16,840
+636
| +4% | +$65.6K | 0.05% | 346 |
|
2022
Q3 | $1.32M | Buy |
16,204
+607
| +4% | +$49.3K | 0.04% | 361 |
|
2022
Q2 | $1.42M | Buy |
15,597
+514
| +3% | +$46.6K | 0.04% | 352 |
|
2022
Q1 | $1.67M | Buy |
15,083
+1,056
| +8% | +$117K | 0.05% | 289 |
|
2021
Q4 | $1.97M | Buy |
14,027
+2,074
| +17% | +$291K | 0.06% | 266 |
|
2021
Q3 | $1.61M | Buy |
11,953
+617
| +5% | +$83.3K | 0.05% | 279 |
|
2021
Q2 | $1.59M | Buy |
11,336
+778
| +7% | +$109K | 0.06% | 256 |
|
2021
Q1 | $1.3M | Buy |
10,558
+2,259
| +27% | +$277K | 0.05% | 255 |
|
2020
Q4 | $1.08M | Buy |
8,299
+781
| +10% | +$102K | 0.05% | 235 |
|
2020
Q3 | $1.17M | Sell |
7,518
-166
| -2% | -$25.9K | 0.07% | 187 |
|
2020
Q2 | $1.08M | Buy |
7,684
+1,128
| +17% | +$158K | 0.08% | 166 |
|
2020
Q1 | $724K | Buy |
6,556
+1,099
| +20% | +$121K | 0.07% | 175 |
|
2019
Q4 | $731K | Buy |
5,457
+1,967
| +56% | +$263K | 0.06% | 203 |
|
2019
Q3 | $411K | Buy |
3,490
+1,202
| +53% | +$142K | 0.05% | 239 |
|
2019
Q2 | $313K | Buy |
+2,288
| New | +$313K | 0.04% | 265 |
|