Montag & Associates’s NetApp NTAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78.3K | Hold |
735
| – | – | ﹤0.01% | 505 |
|
|
2025
Q1 | $64.6K | Hold |
735
| – | – | ﹤0.01% | 563 |
|
|
2024
Q4 | $85.3K | Buy |
735
+235
| +47% | +$27.3K | ﹤0.01% | 526 |
|
|
2024
Q3 | $61.8K | Hold |
500
| – | – | ﹤0.01% | 570 |
|
|
2024
Q2 | $64.4K | Buy |
+500
| New | +$64.4K | ﹤0.01% | 545 |
|
|
2021
Q2 | – | Sell |
-500
| Closed | -$36K | – | 883 |
|
|
2021
Q1 | $36K | Hold |
500
| – | – | ﹤0.01% | 593 |
|
|
2020
Q4 | $33K | Buy |
+500
| New | +$33K | ﹤0.01% | 584 |
|