MGWM
Marks Group Wealth Management’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46M | Buy |
8,096
+242
| +3% | +$73.6K | 0.23% | 109 |
|
|
2025
Q1 | $2.11M | Sell |
7,854
-1,212
| -13% | -$325K | 0.2% | 117 |
|
|
2024
Q4 | $2.23M | Sell |
9,066
-914
| -9% | -$225K | 0.22% | 111 |
|
|
2024
Q3 | $2.29M | Sell |
9,980
-2,680
| -21% | -$614K | 0.22% | 115 |
|
|
2024
Q2 | $2.55M | Sell |
12,660
-856
| -6% | -$173K | 0.27% | 99 |
|
|
2024
Q1 | $2.64M | Sell |
13,516
-1,145
| -8% | -$223K | 0.28% | 97 |
|
|
2023
Q4 | $2.27M | Buy |
14,661
+547
| +4% | +$84.6K | 0.26% | 111 |
|
|
2023
Q3 | $1.83M | Buy |
14,114
+1,984
| +16% | +$257K | 0.23% | 128 |
|
|
2023
Q2 | $1.66M | Buy |
12,130
+1,097
| +10% | +$150K | 0.2% | 134 |
|
|
2023
Q1 | $1.4M | Buy |
11,033
+5,538
| +101% | +$701K | 0.18% | 136 |
|
|
2022
Q4 | $567K | Sell |
5,495
-295
| -5% | -$30.4K | 0.08% | 200 |
|
|
2022
Q3 | $471K | Sell |
5,790
-892
| -13% | -$72.6K | 0.07% | 207 |
|
|
2022
Q2 | $606K | Buy |
6,682
+749
| +13% | +$67.9K | 0.09% | 197 |
|
|
2022
Q1 | $658K | Buy |
5,933
+1,417
| +31% | +$157K | 0.08% | 203 |
|
|
2021
Q4 | $634K | Buy |
4,516
+1,421
| +46% | +$199K | 0.08% | 212 |
|
|
2021
Q3 | $418K | Buy |
3,095
+1,281
| +71% | +$173K | 0.06% | 213 |
|
|
2021
Q2 | $255K | Buy |
1,814
+86
| +5% | +$12.1K | 0.04% | 227 |
|
|
2021
Q1 | $212K | Sell |
1,728
-583
| -25% | -$71.5K | 0.03% | 237 |
|
|
2020
Q4 | $301K | Sell |
2,311
-1,825
| -44% | -$238K | 0.05% | 213 |
|
|
2020
Q3 | $645K | Sell |
4,136
-93
| -2% | -$14.5K | 0.12% | 154 |
|
|
2020
Q2 | $592K | Buy |
4,229
+402
| +11% | +$56.3K | 0.12% | 145 |
|
|
2020
Q1 | $423K | Hold |
3,827
| – | – | 0.11% | 159 |
|
|
2019
Q4 | $513K | Buy |
+3,827
| New | +$513K | 0.1% | 171 |
|