PP
PDS Planning’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
4,840
+309
| +7% | +$94K | 0.11% | 86 |
|
|
2025
Q1 | $1.22M | Buy |
4,531
+404
| +10% | +$108K | 0.1% | 89 |
|
|
2024
Q4 | $1.02M | Buy |
4,127
+133
| +3% | +$32.7K | 0.09% | 97 |
|
|
2024
Q3 | $915K | Buy |
3,994
+51
| +1% | +$11.7K | 0.08% | 108 |
|
|
2024
Q2 | $795K | Buy |
3,943
+137
| +4% | +$27.6K | 0.08% | 103 |
|
|
2024
Q1 | $742K | Buy |
3,806
+85
| +2% | +$16.6K | 0.08% | 111 |
|
|
2023
Q4 | $575K | Buy |
3,721
+45
| +1% | +$6.96K | 0.07% | 129 |
|
|
2023
Q3 | $475K | Buy |
3,676
+159
| +5% | +$20.6K | 0.06% | 142 |
|
|
2023
Q2 | $481K | Sell |
3,517
-241
| -6% | -$33K | 0.06% | 141 |
|
|
2023
Q1 | $476K | Buy |
3,758
+1,097
| +41% | +$139K | 0.07% | 127 |
|
|
2022
Q4 | $275K | Buy |
+2,661
| New | +$275K | 0.04% | 153 |
|
|
2022
Q1 | – | Sell |
-1,819
| Closed | -$255K | – | 248 |
|
|
2021
Q4 | $255K | Sell |
1,819
-91
| -5% | -$12.8K | 0.05% | 157 |
|
|
2021
Q3 | $258K | Buy |
1,910
+190
| +11% | +$25.7K | 0.06% | 149 |
|
|
2021
Q2 | $242K | Buy |
+1,720
| New | +$242K | 0.06% | 152 |
|