Perigon Wealth Management’s SAP SAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.39M | Buy |
11,146
+7,273
| +188% | +$2.21M | 0.08% | 246 |
|
|
2025
Q1 | $1.04M | Buy |
3,873
+1,305
| +51% | +$350K | 0.03% | 441 |
|
|
2024
Q4 | $672K | Buy |
2,568
+102
| +4% | +$26.7K | 0.02% | 558 |
|
|
2024
Q3 | $565K | Sell |
2,466
-99
| -4% | -$22.7K | 0.01% | 575 |
|
|
2024
Q2 | $517K | Buy |
2,565
+41
| +2% | +$8.27K | 0.02% | 524 |
|
|
2024
Q1 | $492K | Buy |
2,524
+450
| +22% | +$87.8K | 0.01% | 540 |
|
|
2023
Q4 | $321K | Buy |
2,074
+142
| +7% | +$21.9K | 0.01% | 631 |
|
|
2023
Q3 | $250K | Buy |
1,932
+6
| +0.3% | +$776 | 0.01% | 657 |
|
|
2023
Q2 | $264K | Buy |
1,926
+131
| +7% | +$17.9K | 0.01% | 653 |
|
|
2023
Q1 | $227K | Buy |
+1,795
| New | +$227K | 0.01% | 634 |
|
|
2021
Q1 | – | Sell |
-498
| Closed | -$65K | – | 923 |
|
|
2020
Q4 | $65K | Buy |
+498
| New | +$65K | 0.01% | 658 |
|
|
2017
Q3 | – | Sell |
-648
| Closed | -$68K | – | 703 |
|
|
2017
Q2 | $68K | Buy |
+648
| New | +$68K | 0.01% | 345 |
|
|
2017
Q1 | – | Sell |
-330
| Closed | -$31K | – | 690 |
|
|
2016
Q4 | $31K | Hold |
330
| – | – | 0.01% | 410 |
|
|
2016
Q3 | $30K | Buy |
+330
| New | +$30K | 0.01% | 355 |
|