MWM
Moran Wealth Management’s SAP SAP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.69M | Buy |
18,708
+81
| +0.4% | +$24.6K | 0.18% | 160 |
|
2025
Q1 | $5M | Sell |
18,627
-1,397
| -7% | -$375K | 0.17% | 174 |
|
2024
Q4 | $4.93M | Sell |
20,024
-990
| -5% | -$244K | 0.16% | 170 |
|
2024
Q3 | $4.81M | Sell |
21,014
-82
| -0.4% | -$18.8K | 0.15% | 174 |
|
2024
Q2 | $4.26M | Buy |
21,096
+1,326
| +7% | +$267K | 0.14% | 186 |
|
2024
Q1 | $3.86M | Sell |
19,770
-965
| -5% | -$188K | 0.12% | 195 |
|
2023
Q4 | $3.21M | Buy |
+20,735
| New | +$3.21M | 0.11% | 215 |
|