Phillips Wealth Planners’s SAP SAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Sell |
899
-445
| -33% | -$137K | 0.25% | 149 |
|
|
2025
Q1 | $348K | Sell |
1,344
-57
| -4% | -$14.8K | 0.37% | 92 |
|
|
2024
Q4 | $352K | Sell |
1,401
-225
| -14% | -$56.6K | 0.35% | 97 |
|
|
2024
Q3 | $373K | Sell |
1,626
-23
| -1% | -$5.28K | 0.36% | 100 |
|
|
2024
Q2 | $334K | Sell |
1,649
-18
| -1% | -$3.64K | 0.35% | 98 |
|
|
2024
Q1 | $301K | Buy |
1,667
+291
| +21% | +$52.5K | 0.35% | 108 |
|
|
2023
Q4 | $221K | Buy |
+1,376
| New | +$221K | 0.27% | 143 |
|