JFS Wealth Advisors’s NetApp NTAP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$12.1K Sell
114
-12
-10% -$1.28K ﹤0.01% 802
2025
Q1
$11.1K Sell
126
-2
-2% -$176 ﹤0.01% 848
2024
Q4
$14.9K Hold
128
﹤0.01% 729
2024
Q3
$15.8K Buy
128
+3
+2% +$371 ﹤0.01% 696
2024
Q2
$16.1K Sell
125
-3
-2% -$386 ﹤0.01% 649
2024
Q1
$13.4K Hold
128
﹤0.01% 725
2023
Q4
$11.3K Buy
128
+37
+41% +$3.26K ﹤0.01% 738
2023
Q3
$6.91K Buy
91
+10
+12% +$759 ﹤0.01% 861
2023
Q2
$6.19K Sell
81
-8
-9% -$611 ﹤0.01% 909
2023
Q1
$5.68K Buy
89
+29
+48% +$1.85K ﹤0.01% 938
2022
Q4
$3.6K Sell
60
-12
-17% -$721 ﹤0.01% 1127
2022
Q3
$4K Buy
72
+61
+555% +$3.39K ﹤0.01% 1088
2022
Q2
$1K Sell
11
-53
-83% -$4.82K ﹤0.01% 1595
2022
Q1
$5K Buy
64
+44
+220% +$3.44K ﹤0.01% 1051
2021
Q4
$2K Buy
+20
New +$2K ﹤0.01% 1119
2016
Q2
Sell
-75
Closed -$2K 588
2016
Q1
$2K Buy
+75
New +$2K ﹤0.01% 525