MWM
Modern Wealth Management’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $941K | Sell |
3,093
-1,570
| -34% | -$477K | 0.02% | 372 |
|
|
2025
Q1 | $1.25M | Buy |
4,663
+3,474
| +292% | +$933K | 0.04% | 278 |
|
|
2024
Q4 | $293K | Sell |
1,189
-20
| -2% | -$4.93K | 0.01% | 459 |
|
|
2024
Q3 | $277K | Sell |
1,209
-18
| -1% | -$4.12K | 0.02% | 360 |
|
|
2024
Q2 | $248K | Buy |
+1,227
| New | +$248K | 0.02% | 346 |
|