Montag & Associates’s SAP SAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.5K | Sell |
25
-403
| -94% | -$121K | ﹤0.01% | 770 |
|
|
2025
Q1 | $115K | Sell |
428
-16
| -4% | -$4.3K | 0.01% | 485 |
|
|
2024
Q4 | $109K | Sell |
444
-29
| -6% | -$7.14K | 0.01% | 489 |
|
|
2024
Q3 | $108K | Hold |
473
| – | – | 0.01% | 493 |
|
|
2024
Q2 | $95.4K | Sell |
473
-10
| -2% | -$2.02K | ﹤0.01% | 496 |
|
|
2024
Q1 | $94.2K | Sell |
483
-13
| -3% | -$2.54K | ﹤0.01% | 494 |
|
|
2023
Q4 | $76.6K | Hold |
496
| – | – | ﹤0.01% | 503 |
|
|
2023
Q3 | $64.1K | Hold |
496
| – | – | ﹤0.01% | 509 |
|
|
2023
Q2 | $67.8K | Sell |
496
-8
| -2% | -$1.09K | ﹤0.01% | 511 |
|
|
2023
Q1 | $63.8K | Hold |
504
| – | – | ﹤0.01% | 504 |
|
|
2022
Q4 | $52K | Buy |
504
+94
| +23% | +$9.7K | ﹤0.01% | 540 |
|
|
2022
Q3 | $33K | Hold |
410
| – | – | ﹤0.01% | 598 |
|
|
2022
Q2 | $37K | Hold |
410
| – | – | ﹤0.01% | 573 |
|
|
2022
Q1 | $45K | Buy |
+410
| New | +$45K | ﹤0.01% | 585 |
|