KIA
KCM Investment Advisors’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Buy |
+733
| New | +$223K | 0.01% | 358 |
|
|
2022
Q1 | – | Sell |
-1,715
| Closed | -$240K | – | 430 |
|
|
2021
Q4 | $240K | Hold |
1,715
| – | – | 0.01% | 380 |
|
|
2021
Q3 | $232K | Hold |
1,715
| – | – | 0.01% | 361 |
|
|
2021
Q2 | $241K | Sell |
1,715
-201
| -10% | -$28.2K | 0.01% | 353 |
|
|
2021
Q1 | $235K | Hold |
1,916
| – | – | 0.01% | 345 |
|
|
2020
Q4 | $250K | Buy |
1,916
+500
| +35% | +$65.2K | 0.01% | 312 |
|
|
2020
Q3 | $221K | Sell |
1,416
-349
| -20% | -$54.5K | 0.01% | 298 |
|
|
2020
Q2 | $247K | Sell |
1,765
-1,307
| -43% | -$183K | 0.01% | 298 |
|
|
2020
Q1 | $339K | Sell |
3,072
-1,156
| -27% | -$128K | 0.02% | 253 |
|
|
2019
Q4 | $567K | Sell |
4,228
-60
| -1% | -$8.05K | 0.03% | 230 |
|
|
2019
Q3 | $505K | Buy |
4,288
+142
| +3% | +$16.7K | 0.03% | 234 |
|
|
2019
Q2 | $567K | Sell |
4,146
-650
| -14% | -$88.9K | 0.03% | 224 |
|
|
2019
Q1 | $554K | Sell |
4,796
-300
| -6% | -$34.7K | 0.04% | 211 |
|
|
2018
Q4 | $507K | Sell |
5,096
-602
| -11% | -$59.9K | 0.03% | 325 |
|
|
2018
Q3 | $701K | Sell |
5,698
-114
| -2% | -$14K | 0.04% | 293 |
|
|
2018
Q2 | $672K | Sell |
5,812
-2,395
| -29% | -$277K | 0.04% | 299 |
|
|
2018
Q1 | $863K | Buy |
8,207
+77
| +0.9% | +$8.1K | 0.05% | 273 |
|
|
2017
Q4 | $913K | Buy |
8,130
+430
| +6% | +$48.3K | 0.05% | 272 |
|
|
2017
Q3 | $844K | Buy |
7,700
+35
| +0.5% | +$3.84K | 0.05% | 272 |
|
|
2017
Q2 | $802K | Sell |
7,665
-120
| -2% | -$12.6K | 0.05% | 276 |
|
|
2017
Q1 | $764K | Sell |
7,785
-200
| -3% | -$19.6K | 0.05% | 291 |
|
|
2016
Q4 | $690K | Sell |
7,985
-925
| -10% | -$79.9K | 0.05% | 305 |
|
|
2016
Q3 | $814K | Sell |
8,910
-200
| -2% | -$18.3K | 0.06% | 275 |
|
|
2016
Q2 | $683K | Buy |
9,110
+479
| +6% | +$35.9K | 0.05% | 297 |
|
|
2016
Q1 | $694K | Sell |
8,631
-125
| -1% | -$10.1K | 0.05% | 288 |
|
|
2015
Q4 | $693K | Hold |
8,756
| – | – | 0.05% | 290 |
|
|
2015
Q3 | $567K | Sell |
8,756
-897
| -9% | -$58.1K | 0.05% | 314 |
|
|
2015
Q2 | $678K | Buy |
9,653
+2,022
| +26% | +$142K | 0.05% | 302 |
|
|
2015
Q1 | $551K | Buy |
+7,631
| New | +$551K | 0.04% | 331 |
|