KMG Fiduciary Partners’s NetApp NTAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Buy |
22,769
+1,301
| +6% | +$139K | 0.18% | 119 |
|
|
2025
Q1 | $1.89M | Buy |
21,468
+2,100
| +11% | +$184K | 0.16% | 139 |
|
|
2024
Q4 | $2.25M | Buy |
19,368
+1,537
| +9% | +$178K | 0.19% | 117 |
|
|
2024
Q3 | $2.2M | Sell |
17,831
-368
| -2% | -$45.5K | 0.19% | 117 |
|
|
2024
Q2 | $2.34M | Buy |
18,199
+67
| +0.4% | +$8.63K | 0.23% | 91 |
|
|
2024
Q1 | $1.9M | Buy |
18,132
+315
| +2% | +$33.1K | 0.2% | 101 |
|
|
2023
Q4 | $1.57M | Sell |
17,817
-5,153
| -22% | -$454K | 0.18% | 115 |
|
|
2023
Q3 | $1.74M | Sell |
22,970
-1,722
| -7% | -$131K | 0.23% | 102 |
|
|
2023
Q2 | $1.89M | Buy |
24,692
+893
| +4% | +$68.2K | 0.24% | 98 |
|
|
2023
Q1 | $1.52M | Buy |
23,799
+4,165
| +21% | +$266K | 0.22% | 114 |
|
|
2022
Q4 | $1.18M | Buy |
19,634
+4,398
| +29% | +$264K | 0.19% | 113 |
|
|
2022
Q3 | $942K | Buy |
15,236
+1,714
| +13% | +$106K | 0.18% | 107 |
|
|
2022
Q2 | $882K | Buy |
13,522
+3,430
| +34% | +$224K | 0.16% | 113 |
|
|
2022
Q1 | $838K | Buy |
10,092
+4,197
| +71% | +$349K | 0.13% | 120 |
|
|
2021
Q4 | $542K | Buy |
5,895
+1,503
| +34% | +$138K | 0.08% | 133 |
|
|
2021
Q3 | $394K | Buy |
4,392
+927
| +27% | +$83.2K | 0.07% | 150 |
|
|
2021
Q2 | $283K | Buy |
+3,465
| New | +$283K | 0.05% | 171 |
|