Summit Financial Wealth Advisors’s NetApp NTAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $277K | Hold |
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|
2025
Q2 | $249K | Hold |
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|
2025
Q1 | $205K | Hold |
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|
2024
Q4 | $280K | Hold |
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|
2024
Q3 | $289K | Hold |
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|
2024
Q2 | $301K | Hold |
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|
2024
Q1 | $246K | Sell |
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|
2023
Q4 | $253K | Hold |
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|
2023
Q3 | $217K | Hold |
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|
2023
Q2 | $219K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $270K | Hold |
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|
2021
Q3 | $258K | Hold |
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|
2021
Q2 | $235K | Buy |
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