Keudell/Morrison Wealth Management’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-855
| Closed | -$211K | – | 232 |
|
|
2024
Q4 | $211K | Sell |
855
-35
| -4% | -$8.62K | 0.05% | 203 |
|
|
2024
Q3 | $204K | Sell |
890
-110
| -11% | -$25.2K | 0.06% | 210 |
|
|
2024
Q2 | $202K | Sell |
1,000
-51
| -5% | -$10.3K | 0.06% | 199 |
|
|
2024
Q1 | $205K | Buy |
+1,051
| New | +$205K | 0.06% | 197 |
|