Mount Yale Investment Advisors’s SAP SAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.59M | Buy |
18,368
+3,497
| +24% | +$1.06M | 0.44% | 38 |
|
|
2025
Q1 | $3.99M | Sell |
14,871
-1,496
| -9% | -$402K | 0.34% | 55 |
|
|
2024
Q4 | $4.03M | Buy |
16,367
+11,057
| +208% | +$2.72M | 0.33% | 61 |
|
|
2024
Q3 | $1.22M | Sell |
5,310
-105
| -2% | -$24.1K | 0.12% | 168 |
|
|
2024
Q2 | $1.09M | Sell |
5,415
-43
| -0.8% | -$8.67K | 0.09% | 191 |
|
|
2024
Q1 | $1.06M | Sell |
5,458
-7,315
| -57% | -$1.43M | 0.08% | 209 |
|
|
2023
Q4 | $1.97M | Buy |
12,773
+4,067
| +47% | +$629K | 0.19% | 125 |
|
|
2023
Q3 | $1.13M | Sell |
8,706
-430
| -5% | -$55.6K | 0.12% | 175 |
|
|
2023
Q2 | $1.25M | Buy |
9,136
+2,577
| +39% | +$353K | 0.13% | 157 |
|
|
2023
Q1 | $830K | Sell |
6,559
-570
| -8% | -$72.1K | 0.09% | 224 |
|
|
2022
Q4 | $736K | Sell |
7,129
-139
| -2% | -$14.3K | 0.08% | 240 |
|
|
2022
Q3 | $591K | Buy |
7,268
+4,434
| +156% | +$361K | 0.08% | 248 |
|
|
2022
Q2 | $257K | Buy |
2,834
+118
| +4% | +$10.7K | 0.03% | 388 |
|
|
2022
Q1 | $301K | Buy |
2,716
+460
| +20% | +$51K | 0.03% | 361 |
|
|
2021
Q4 | $316K | Buy |
2,256
+211
| +10% | +$29.6K | 0.03% | 358 |
|
|
2021
Q3 | $276K | Buy |
+2,045
| New | +$276K | 0.03% | 370 |
|
|
2020
Q4 | – | Sell |
-9,460
| Closed | -$1.47M | – | 416 |
|
|
2020
Q3 | $1.47M | Sell |
9,460
-1,544
| -14% | -$241K | 0.21% | 100 |
|
|
2020
Q2 | $1.54M | Sell |
11,004
-246
| -2% | -$34.5K | 0.28% | 89 |
|
|
2020
Q1 | $1.24M | Sell |
11,250
-160
| -1% | -$17.7K | 0.28% | 93 |
|
|
2019
Q4 | $1.49M | Sell |
11,410
-549
| -5% | -$71.8K | 0.26% | 95 |
|
|
2019
Q3 | $1.62M | Buy |
+11,959
| New | +$1.62M | 0.29% | 87 |
|