Pacific Capital Wealth Advisors’s SAP SAP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$242K Sell
2025
Q3
$285K Hold
2025
Q2
$326K Hold
2025
Q1
$286K Hold
2024
Q4
$263K Sell
2024
Q3
$246K Buy
2024
Q2
$215K Buy
2024
Q1
$197K Buy
2023
Q4
$154K Buy
2020
Q4
Sell
2020
Q3
$155K Buy