Mount Yale Investment Advisors’s SAP SAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $875K | Sell |
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|
2025
Q3 | $2.14M | Sell |
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|
2025
Q2 | $5.59M | Buy |
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|
2025
Q1 | $3.99M | Sell |
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|
2024
Q4 | $4.03M | Buy |
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|
2024
Q3 | $1.22M | Sell |
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|
2024
Q2 | $1.09M | Sell |
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|
2024
Q1 | $1.06M | Sell |
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|
2023
Q4 | $1.97M | Buy |
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|
2023
Q3 | $1.13M | Sell |
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|
2023
Q2 | $1.25M | Buy |
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|
2023
Q1 | $830K | Sell |
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|
2022
Q4 | $736K | Sell |
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|
2022
Q3 | $591K | Buy |
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|
2022
Q2 | $257K | Buy |
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|
2022
Q1 | $301K | Buy |
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|
2021
Q4 | $316K | Buy |
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|
2021
Q3 | $276K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.47M | Sell |
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|
2020
Q2 | $1.54M | Sell |
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|
2020
Q1 | $1.24M | Sell |
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|
2019
Q4 | $1.49M | Sell |
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|
2019
Q3 | $1.62M | Buy |
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