PCS
Personal CFO Solutions’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Sell |
8,255
-102
| -1% | -$31K | 0.46% | 37 |
|
|
2025
Q1 | $2.24M | Sell |
8,357
-964
| -10% | -$259K | 0.46% | 40 |
|
|
2024
Q4 | $2.29M | Buy |
9,321
+4,505
| +94% | +$1.11M | 0.45% | 40 |
|
|
2024
Q3 | $1.1M | Sell |
4,816
-732
| -13% | -$168K | 0.15% | 128 |
|
|
2024
Q2 | $1.12M | Sell |
5,548
-132
| -2% | -$26.6K | 0.17% | 115 |
|
|
2024
Q1 | $1.11M | Sell |
5,680
-8
| -0.1% | -$1.56K | 0.17% | 115 |
|
|
2023
Q4 | $879K | Buy |
5,688
+97
| +2% | +$15K | 0.15% | 139 |
|
|
2023
Q3 | $723K | Buy |
5,591
+1,471
| +36% | +$190K | 0.14% | 137 |
|
|
2023
Q2 | $564K | Buy |
4,120
+106
| +3% | +$14.5K | 0.11% | 182 |
|
|
2023
Q1 | $508K | Buy |
4,014
+287
| +8% | +$36.3K | 0.1% | 192 |
|
|
2022
Q4 | $385K | Sell |
3,727
-353
| -9% | -$36.4K | 0.08% | 233 |
|
|
2022
Q3 | $332K | Sell |
4,080
-266
| -6% | -$21.6K | 0.08% | 234 |
|
|
2022
Q2 | $394K | Buy |
4,346
+295
| +7% | +$26.7K | 0.09% | 202 |
|
|
2022
Q1 | $449K | Buy |
4,051
+307
| +8% | +$34K | 0.09% | 217 |
|
|
2021
Q4 | $525K | Buy |
3,744
+276
| +8% | +$38.7K | 0.1% | 193 |
|
|
2021
Q3 | $468K | Buy |
3,468
+15
| +0.4% | +$2.02K | 0.1% | 199 |
|
|
2021
Q2 | $485K | Buy |
3,453
+443
| +15% | +$62.2K | 0.1% | 192 |
|
|
2021
Q1 | $370K | Buy |
3,010
+312
| +12% | +$38.4K | 0.08% | 219 |
|
|
2020
Q4 | $352K | Sell |
2,698
-909
| -25% | -$119K | 0.09% | 215 |
|
|
2020
Q3 | $1K | Buy |
3,607
+44
| +1% | +$12 | 0.33% | 115 |
|
|
2020
Q2 | $499K | Buy |
3,563
+761
| +27% | +$107K | 0.15% | 129 |
|
|
2020
Q1 | $310K | Buy |
2,802
+11
| +0.4% | +$1.22K | 0.11% | 167 |
|
|
2019
Q4 | $374K | Sell |
2,791
-35
| -1% | -$4.69K | 0.11% | 174 |
|
|
2019
Q3 | $333K | Buy |
+2,826
| New | +$333K | 0.13% | 186 |
|