United Capital Financial Advisors’s NetApp NTAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $857K | Buy |
8,046
+3,899
| +94% | +$415K | 0.01% | 628 |
|
|
2025
Q1 | $364K | Sell |
4,147
-400
| -9% | -$35.1K | ﹤0.01% | 827 |
|
|
2024
Q4 | $528K | Sell |
4,547
-302
| -6% | -$35.1K | ﹤0.01% | 717 |
|
|
2024
Q3 | $599K | Sell |
4,849
-199
| -4% | -$24.6K | ﹤0.01% | 683 |
|
|
2024
Q2 | $650K | Buy |
5,048
+100
| +2% | +$12.9K | 0.01% | 631 |
|
|
2024
Q1 | $519K | Sell |
4,948
-677
| -12% | -$71.1K | ﹤0.01% | 724 |
|
|
2023
Q4 | $496K | Buy |
+5,625
| New | +$496K | ﹤0.01% | 728 |
|
|
2021
Q1 | – | Sell |
-13,914
| Closed | -$922K | – | 1215 |
|
|
2020
Q4 | $922K | Buy |
13,914
+46
| +0.3% | +$3.05K | 0.01% | 691 |
|
|
2020
Q3 | $608K | Sell |
13,868
-751
| -5% | -$32.9K | ﹤0.01% | 776 |
|
|
2020
Q2 | $649K | Buy |
14,619
+35
| +0.2% | +$1.55K | ﹤0.01% | 773 |
|
|
2020
Q1 | $608K | Sell |
14,584
-1,211
| -8% | -$50.5K | 0.01% | 752 |
|
|
2019
Q4 | $983K | Buy |
+15,795
| New | +$983K | 0.01% | 786 |
|
|
2019
Q2 | – | Sell |
-3,251
| Closed | -$225K | – | 1461 |
|
|
2019
Q1 | $225K | Buy |
+3,251
| New | +$225K | ﹤0.01% | 1212 |
|
|
2018
Q4 | – | Sell |
-3,155
| Closed | -$271K | – | 1349 |
|
|
2018
Q3 | $271K | Buy |
+3,155
| New | +$271K | ﹤0.01% | 1151 |
|
|
2015
Q1 | – | Sell |
-144,321
| Closed | -$5.98M | – | 1259 |
|
|
2014
Q4 | $5.98M | Buy |
144,321
+3,463
| +2% | +$144K | 0.09% | 234 |
|
|
2014
Q3 | $6.05M | Buy |
140,858
+2,434
| +2% | +$105K | 0.11% | 223 |
|
|
2014
Q2 | $5.06M | Sell |
138,424
-107,876
| -44% | -$3.94M | 0.09% | 238 |
|
|
2014
Q1 | $9.09M | Buy |
246,300
+121,129
| +97% | +$4.47M | 0.19% | 126 |
|
|
2013
Q4 | $5.15M | Sell |
125,171
-2,806
| -2% | -$115K | 0.18% | 143 |
|
|
2013
Q3 | $5.45M | Buy |
127,977
+457
| +0.4% | +$19.5K | 0.17% | 131 |
|
|
2013
Q2 | $4.82M | Buy |
+127,520
| New | +$4.82M | 0.13% | 196 |
|