JWM
Janiczek Wealth Management’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.05M | Sell |
5,186
-125
| -2% | -$25.2K | 0.22% | 45 |
|
|
2024
Q1 | $1.04M | Buy |
5,311
+176
| +3% | +$34.3K | 0.22% | 43 |
|
|
2023
Q4 | $794K | Buy |
5,135
+132
| +3% | +$20.4K | 0.19% | 46 |
|
|
2023
Q3 | $647K | Buy |
5,003
+93
| +2% | +$12K | 0.17% | 48 |
|
|
2023
Q2 | $672K | Sell |
4,910
-175
| -3% | -$23.9K | 0.18% | 42 |
|
|
2023
Q1 | $648K | Sell |
5,085
-54
| -1% | -$6.88K | 0.18% | 41 |
|
|
2022
Q4 | $600K | Buy |
5,139
+177
| +4% | +$20.7K | 0.17% | 46 |
|
|
2022
Q3 | $417K | Buy |
4,962
+3,939
| +385% | +$331K | 0.14% | 52 |
|
|
2022
Q2 | $95K | Buy |
1,023
+190
| +23% | +$17.6K | 0.03% | 212 |
|
|
2022
Q1 | $93K | Sell |
833
-650
| -44% | -$72.6K | 0.03% | 216 |
|
|
2021
Q4 | $208K | Sell |
1,483
-261
| -15% | -$36.6K | 0.06% | 99 |
|
|
2021
Q3 | $236K | Buy |
1,744
+331
| +23% | +$44.8K | 0.08% | 83 |
|
|
2021
Q2 | $198K | Buy |
1,413
+328
| +30% | +$46K | 0.07% | 84 |
|
|
2021
Q1 | $133K | Buy |
1,085
+495
| +84% | +$60.7K | 0.05% | 109 |
|
|
2020
Q4 | $77K | Buy |
590
+405
| +219% | +$52.9K | 0.04% | 135 |
|
|
2020
Q3 | $29K | Buy |
185
+143
| +340% | +$22.4K | 0.02% | 129 |
|
|
2020
Q2 | $6K | Buy |
+42
| New | +$6K | ﹤0.01% | 172 |
|