KWM
Kingsview Wealth Management’s NetApp NTAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $640K | Sell |
6,004
-337
| -5% | -$35.9K | 0.01% | 687 |
|
|
2025
Q1 | $557K | Sell |
6,341
-17,800
| -74% | -$1.56M | 0.01% | 690 |
|
|
2024
Q4 | $2.8M | Buy |
24,141
+16,311
| +208% | +$1.89M | 0.05% | 314 |
|
|
2024
Q3 | $967K | Sell |
7,830
-1,671
| -18% | -$206K | 0.02% | 544 |
|
|
2024
Q2 | $1.22M | Sell |
9,501
-78,497
| -89% | -$10.1M | 0.03% | 460 |
|
|
2024
Q1 | $9.24M | Sell |
87,998
-1,275
| -1% | -$134K | 0.23% | 89 |
|
|
2023
Q4 | $7.87M | Buy |
89,273
+2,392
| +3% | +$211K | 0.24% | 103 |
|
|
2023
Q3 | $6.59M | Buy |
86,881
+36,905
| +74% | +$2.8M | 0.24% | 101 |
|
|
2023
Q2 | $3.82M | Buy |
49,976
+144
| +0.3% | +$11K | 0.15% | 150 |
|
|
2023
Q1 | $3.18M | Buy |
49,832
+338
| +0.7% | +$21.6K | 0.13% | 171 |
|
|
2022
Q4 | $2.97M | Buy |
49,494
+4,486
| +10% | +$269K | 0.13% | 186 |
|
|
2022
Q3 | $2.78M | Buy |
45,008
+5,336
| +13% | +$330K | 0.13% | 174 |
|
|
2022
Q2 | $2.59M | Buy |
39,672
+2,984
| +8% | +$195K | 0.12% | 183 |
|
|
2022
Q1 | $3.05M | Sell |
36,688
-3,599
| -9% | -$299K | 0.13% | 170 |
|
|
2021
Q4 | $3.71M | Buy |
40,287
+11,976
| +42% | +$1.1M | 0.15% | 143 |
|
|
2021
Q3 | $2.54M | Buy |
28,311
+3,469
| +14% | +$311K | 0.12% | 187 |
|
|
2021
Q2 | $2.04M | Buy |
24,842
+5,932
| +31% | +$486K | 0.1% | 218 |
|
|
2021
Q1 | $1.39M | Buy |
+18,910
| New | +$1.39M | 0.08% | 261 |
|