Pacific Capital Wealth 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 | $326K | Hold |
1,067
| – | – | 0.06% | 58 |
|
|
2025
Q1 | $286K | Hold |
1,067
| – | – | 0.05% | 67 |
|
|
2024
Q4 | $263K | Sell |
1,067
-5
| -0.5% | -$1.23K | 0.04% | 70 |
|
|
2024
Q3 | $246K | Buy |
1,072
+5
| +0.5% | +$1.15K | 0.04% | 72 |
|
|
2024
Q2 | $215K | Buy |
1,067
+57
| +6% | +$11.5K | 0.04% | 69 |
|
|
2024
Q1 | $197K | Buy |
1,010
+14
| +1% | +$2.73K | 0.05% | 65 |
|
|
2023
Q4 | $154K | Buy |
+996
| New | +$154K | 0.04% | 74 |
|
|
2020
Q4 | – | Sell |
-996
| Closed | -$155K | – | 167 |
|
|
2020
Q3 | $155K | Buy |
+996
| New | +$155K | 0.09% | 68 |
|