OWA
One Wealth Advisors’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
3,364
-14
| -0.4% | -$4.26K | 0.14% | 88 |
|
|
2025
Q1 | $907K | Buy |
3,378
+11
| +0.3% | +$2.95K | 0.14% | 98 |
|
|
2024
Q4 | $829K | Sell |
3,367
-39
| -1% | -$9.6K | 0.12% | 85 |
|
|
2024
Q3 | $780K | Sell |
3,406
-1,534
| -31% | -$351K | 0.12% | 89 |
|
|
2024
Q2 | $1.03M | Buy |
4,940
+102
| +2% | +$21.3K | 0.22% | 61 |
|
|
2024
Q1 | $944K | Buy |
4,838
+1,047
| +28% | +$204K | 0.16% | 78 |
|
|
2023
Q4 | $586K | Buy |
+3,791
| New | +$586K | 0.11% | 94 |
|
|
2023
Q3 | – | Sell |
-3,394
| Closed | -$464K | – | 217 |
|
|
2023
Q2 | $464K | Buy |
3,394
+18
| +0.5% | +$2.46K | 0.1% | 111 |
|
|
2023
Q1 | $427K | Buy |
3,376
+1,338
| +66% | +$169K | 0.1% | 114 |
|
|
2022
Q4 | $210K | Sell |
2,038
-1,308
| -39% | -$135K | 0.05% | 180 |
|
|
2022
Q3 | $272K | Sell |
3,346
-702
| -17% | -$57.1K | 0.09% | 128 |
|
|
2022
Q2 | $367K | Sell |
4,048
-70
| -2% | -$6.35K | 0.1% | 112 |
|
|
2022
Q1 | $457K | Buy |
4,118
+545
| +15% | +$60.5K | 0.11% | 96 |
|
|
2021
Q4 | $501K | Sell |
3,573
-309
| -8% | -$43.3K | 0.13% | 87 |
|
|
2021
Q3 | $524K | Buy |
3,882
+12
| +0.3% | +$1.62K | 0.15% | 89 |
|
|
2021
Q2 | $544K | Sell |
3,870
-697
| -15% | -$98K | 0.17% | 72 |
|
|
2021
Q1 | $561K | Buy |
4,567
+1,231
| +37% | +$151K | 0.22% | 58 |
|
|
2020
Q4 | $435K | Sell |
3,336
-393
| -11% | -$51.2K | 0.24% | 52 |
|
|
2020
Q3 | $581K | Buy |
3,729
+292
| +8% | +$45.5K | 0.4% | 19 |
|
|
2020
Q2 | $481K | Sell |
3,437
-27
| -0.8% | -$3.78K | 0.38% | 28 |
|
|
2020
Q1 | $383K | Sell |
3,464
-21
| -0.6% | -$2.32K | 0.38% | 31 |
|
|
2019
Q4 | $467K | Sell |
3,485
-128
| -4% | -$17.2K | 0.35% | 40 |
|
|
2019
Q3 | $426K | Sell |
3,613
-213
| -6% | -$25.1K | 0.37% | 37 |
|
|
2019
Q2 | $523K | Buy |
3,826
+610
| +19% | +$83.4K | 0.43% | 32 |
|
|
2019
Q1 | $371K | Sell |
3,216
-68
| -2% | -$7.85K | 0.3% | 53 |
|
|
2018
Q4 | $327K | Buy |
3,284
+184
| +6% | +$18.3K | 0.33% | 54 |
|
|
2018
Q3 | $381K | Sell |
3,100
-39
| -1% | -$4.79K | 0.29% | 60 |
|
|
2018
Q2 | $363K | Sell |
3,139
-17
| -0.5% | -$1.97K | 0.29% | 59 |
|
|
2018
Q1 | $332K | Sell |
3,156
-621
| -16% | -$65.3K | 0.29% | 61 |
|
|
2017
Q4 | $424K | Buy |
+3,777
| New | +$424K | 0.34% | 39 |
|