Plante Moran Financial Advisors’s SAP SAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-18
| Closed | -$4.43K | – | 941 |
|
|
2024
Q4 | $4.43K | Buy |
+18
| New | +$4.43K | ﹤0.01% | 704 |
|
|
2023
Q3 | – | Sell |
-43
| Closed | -$5.88K | – | 866 |
|
|
2023
Q2 | $5.88K | Hold |
43
| – | – | ﹤0.01% | 618 |
|
|
2023
Q1 | $5.44K | Hold |
43
| – | – | ﹤0.01% | 638 |
|
|
2022
Q4 | $4.44K | Hold |
43
| – | – | ﹤0.01% | 686 |
|
|
2022
Q3 | $3K | Sell |
43
-29
| -40% | -$2.02K | ﹤0.01% | 762 |
|
|
2022
Q2 | $7K | Buy |
72
+29
| +67% | +$2.82K | ﹤0.01% | 668 |
|
|
2022
Q1 | $5K | Hold |
43
| – | – | ﹤0.01% | 680 |
|
|
2021
Q4 | $6K | Hold |
43
| – | – | ﹤0.01% | 796 |
|
|
2021
Q3 | $6K | Hold |
43
| – | – | ﹤0.01% | 768 |
|
|
2021
Q2 | $6K | Hold |
43
| – | – | ﹤0.01% | 765 |
|
|
2021
Q1 | $5K | Hold |
43
| – | – | ﹤0.01% | 783 |
|
|
2020
Q4 | $6K | Hold |
43
| – | – | ﹤0.01% | 685 |
|
|
2020
Q3 | $7K | Hold |
43
| – | – | ﹤0.01% | 653 |
|
|
2020
Q2 | $6K | Hold |
43
| – | – | ﹤0.01% | 580 |
|
|
2020
Q1 | $5K | Hold |
43
| – | – | ﹤0.01% | 579 |
|
|
2019
Q4 | $6K | Sell |
43
-133
| -76% | -$18.6K | ﹤0.01% | 597 |
|
|
2019
Q3 | $21K | Sell |
176
-402
| -70% | -$48K | 0.01% | 489 |
|
|
2019
Q2 | $79K | Buy |
578
+39
| +7% | +$5.33K | 0.02% | 254 |
|
|
2019
Q1 | $62K | Buy |
539
+335
| +164% | +$38.5K | 0.02% | 288 |
|
|
2018
Q4 | $20K | Buy |
204
+97
| +91% | +$9.51K | 0.01% | 429 |
|
|
2018
Q3 | $13K | Sell |
107
-319
| -75% | -$38.8K | ﹤0.01% | 469 |
|
|
2018
Q2 | $49K | Buy |
426
+248
| +139% | +$28.5K | 0.02% | 328 |
|
|
2018
Q1 | $19K | Buy |
178
+169
| +1,878% | +$18K | 0.01% | 515 |
|
|
2017
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 845 |
|
|
2017
Q3 | $1K | Sell |
9
-1
| -10% | -$111 | ﹤0.01% | 782 |
|
|
2017
Q2 | $1K | Buy |
10
+2
| +25% | +$200 | ﹤0.01% | 799 |
|
|
2017
Q1 | $1K | Sell |
8
-109
| -93% | -$13.6K | ﹤0.01% | 836 |
|
|
2016
Q4 | $10K | Buy |
117
+74
| +172% | +$6.33K | 0.01% | 590 |
|
|
2016
Q3 | $4K | Hold |
43
| – | – | ﹤0.01% | 748 |
|
|
2016
Q2 | $3K | Hold |
43
| – | – | ﹤0.01% | 735 |
|
|
2016
Q1 | $3K | Sell |
43
-132
| -75% | -$9.21K | ﹤0.01% | 666 |
|
|
2015
Q4 | $14K | Buy |
+175
| New | +$14K | 0.01% | 514 |
|
|
2014
Q1 | – | Sell |
-21
| Closed | -$2K | – | 684 |
|
|
2013
Q4 | $2K | Sell |
21
-149
| -88% | -$14.2K | ﹤0.01% | 630 |
|
|
2013
Q3 | $13K | Buy |
+170
| New | +$13K | 0.01% | 355 |
|