JFS Wealth Advisors’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.1K | Hold |
168
| – | – | ﹤0.01% | 462 |
|
|
2025
Q1 | $45.1K | Hold |
168
| – | – | ﹤0.01% | 494 |
|
|
2024
Q4 | $41.4K | Sell |
168
-37
| -18% | -$9.11K | ﹤0.01% | 499 |
|
|
2024
Q3 | $47K | Hold |
205
| – | – | ﹤0.01% | 480 |
|
|
2024
Q2 | $41.4K | Sell |
205
-10
| -5% | -$2.02K | ﹤0.01% | 450 |
|
|
2024
Q1 | $41.9K | Hold |
215
| – | – | ﹤0.01% | 458 |
|
|
2023
Q4 | $33.2K | Buy |
215
+46
| +27% | +$7.11K | ﹤0.01% | 481 |
|
|
2023
Q3 | $21.9K | Sell |
169
-4
| -2% | -$517 | ﹤0.01% | 526 |
|
|
2023
Q2 | $23.7K | Sell |
173
-24
| -12% | -$3.28K | ﹤0.01% | 504 |
|
|
2023
Q1 | $24.9K | Sell |
197
-5
| -2% | -$633 | ﹤0.01% | 482 |
|
|
2022
Q4 | $20.8K | Sell |
202
-745
| -79% | -$76.9K | ﹤0.01% | 527 |
|
|
2022
Q3 | $77K | Buy |
947
+193
| +26% | +$15.7K | 0.01% | 311 |
|
|
2022
Q2 | $68K | Buy |
754
+680
| +919% | +$61.3K | 0.01% | 344 |
|
|
2022
Q1 | $8K | Buy |
74
+25
| +51% | +$2.7K | ﹤0.01% | 881 |
|
|
2021
Q4 | $7K | Buy |
+49
| New | +$7K | ﹤0.01% | 746 |
|
|
2014
Q3 | – | Sell |
-13
| Closed | -$1K | – | 498 |
|
|
2014
Q2 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 457 |
|