MWPCG
Measured Wealth Private Client Group’s NetApp NTAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,506
| Closed | -$308K | – | 190 |
|
|
2025
Q1 | $308K | Sell |
3,506
-2,246
| -39% | -$197K | 0.1% | 130 |
|
|
2024
Q4 | $668K | Buy |
5,752
+2,155
| +60% | +$250K | 0.22% | 63 |
|
|
2024
Q3 | $444K | Sell |
3,597
-17
| -0.5% | -$2.1K | 0.15% | 90 |
|
|
2024
Q2 | $465K | Buy |
+3,614
| New | +$465K | 0.16% | 98 |
|
|
2018
Q4 | – | Sell |
-3,084
| Closed | -$266K | – | 492 |
|
|
2018
Q3 | $266K | Buy |
+3,084
| New | +$266K | 0.16% | 122 |
|