SFWA
Summit Financial Wealth Advisors’s NetApp NTAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $205K | Hold |
2,339
| – | – | 0.04% | 143 |
|
|
2024
Q4 | $280K | Hold |
2,339
| – | – | 0.05% | 123 |
|
|
2024
Q3 | $289K | Hold |
2,339
| – | – | 0.05% | 123 |
|
|
2024
Q2 | $301K | Hold |
2,339
| – | – | 0.06% | 105 |
|
|
2024
Q1 | $246K | Sell |
2,339
-532
| -19% | -$55.8K | 0.05% | 118 |
|
|
2023
Q4 | $253K | Hold |
2,871
| – | – | 0.06% | 107 |
|
|
2023
Q3 | $217K | Hold |
2,871
| – | – | 0.05% | 111 |
|
|
2023
Q2 | $219K | Buy |
+2,871
| New | +$219K | 0.05% | 115 |
|
|
2022
Q1 | – | Sell |
-2,871
| Closed | -$270K | – | 145 |
|
|
2021
Q4 | $270K | Hold |
2,871
| – | – | 0.05% | 115 |
|
|
2021
Q3 | $258K | Hold |
2,871
| – | – | 0.06% | 109 |
|
|
2021
Q2 | $235K | Buy |
+2,871
| New | +$235K | 0.05% | 112 |
|