Peak Financial Advisors’s NetApp NTAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-23,936
| Closed | -$2.78M | – | 83 |
|
|
2024
Q4 | $2.78M | Buy |
23,936
+173
| +0.7% | +$20.1K | 1.45% | 27 |
|
|
2024
Q3 | $2.93M | Buy |
+23,763
| New | +$2.93M | 1.51% | 30 |
|
|
2024
Q2 | – | Sell |
-25,919
| Closed | -$2.72M | – | 83 |
|
|
2024
Q1 | $2.72M | Buy |
+25,919
| New | +$2.72M | 1.66% | 31 |
|