LWAM
Legacy Wealth Asset Management’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.6M | Sell |
8,538
-602
| -7% | -$183K | 0.66% | 20 |
|
|
2025
Q1 | $2.45M | Sell |
9,140
-2,237
| -20% | -$601K | 0.68% | 22 |
|
|
2024
Q4 | $2.8M | Sell |
11,377
-325
| -3% | -$80K | 0.76% | 15 |
|
|
2024
Q3 | $2.68M | Sell |
11,702
-2,113
| -15% | -$484K | 0.72% | 20 |
|
|
2024
Q2 | $2.79M | Buy |
13,815
+407
| +3% | +$82.1K | 0.79% | 17 |
|
|
2024
Q1 | $2.61M | Sell |
13,408
-439
| -3% | -$85.6K | 0.73% | 20 |
|
|
2023
Q4 | $2.14M | Sell |
13,847
-2,838
| -17% | -$439K | 0.7% | 26 |
|
|
2023
Q3 | $2.16M | Sell |
16,685
-306
| -2% | -$39.6K | 0.79% | 14 |
|
|
2023
Q2 | $2.32M | Sell |
16,991
-42
| -0.2% | -$5.75K | 0.81% | 15 |
|
|
2023
Q1 | $2.16M | Sell |
17,033
-1,856
| -10% | -$235K | 0.78% | 15 |
|
|
2022
Q4 | $1.95M | Buy |
18,889
+13,921
| +280% | +$1.44M | 0.74% | 23 |
|
|
2022
Q3 | $404K | Sell |
4,968
-27,297
| -85% | -$2.22M | 0.18% | 204 |
|
|
2022
Q2 | $2.93M | Buy |
32,265
+2,714
| +9% | +$246K | 1.19% | 8 |
|
|
2022
Q1 | $3.28M | Sell |
29,551
-2,077
| -7% | -$230K | 1.17% | 8 |
|
|
2021
Q4 | $4.43M | Buy |
31,628
+21,727
| +219% | +$3.04M | 1.5% | 3 |
|
|
2021
Q3 | $1.34M | Buy |
9,901
+150
| +2% | +$20.3K | 0.61% | 21 |
|
|
2021
Q2 | $1.37M | Sell |
9,751
-448
| -4% | -$62.9K | 0.61% | 23 |
|
|
2021
Q1 | $1.25M | Buy |
10,199
+108
| +1% | +$13.3K | 0.58% | 25 |
|
|
2020
Q4 | $1.32M | Buy |
+10,091
| New | +$1.32M | 0.66% | 22 |
|