Valeo 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
Q2 | $1.03M | Buy |
3,383
+213
| +7% | +$64.8K | 0.02% | 297 |
|
|
2025
Q1 | $851K | Buy |
3,170
+444
| +16% | +$119K | 0.02% | 288 |
|
|
2024
Q4 | $671K | Buy |
2,726
+180
| +7% | +$44.3K | 0.02% | 342 |
|
|
2024
Q3 | $583K | Buy |
2,546
+114
| +5% | +$26.1K | 0.02% | 375 |
|
|
2024
Q2 | $491K | Sell |
2,432
-12
| -0.5% | -$2.42K | 0.02% | 388 |
|
|
2024
Q1 | $460K | Buy |
2,444
+15
| +0.6% | +$2.82K | 0.02% | 398 |
|
|
2023
Q4 | $375K | Buy |
2,429
+1
| +0% | +$155 | 0.02% | 425 |
|
|
2023
Q3 | $314K | Sell |
2,428
-102
| -4% | -$13.2K | 0.01% | 450 |
|
|
2023
Q2 | $346K | Buy |
2,530
+137
| +6% | +$18.7K | 0.02% | 398 |
|
|
2023
Q1 | $303K | Buy |
+2,393
| New | +$303K | 0.01% | 443 |
|
|
2021
Q2 | – | Sell |
-206
| Closed | -$25K | – | 1469 |
|
|
2021
Q1 | $25K | Buy |
206
+26
| +14% | +$3.16K | ﹤0.01% | 1043 |
|
|
2020
Q4 | $23K | Hold |
180
| – | – | ﹤0.01% | 973 |
|
|
2020
Q3 | $28K | Sell |
180
-92
| -34% | -$14.3K | ﹤0.01% | 809 |
|
|
2020
Q2 | $38K | Buy |
272
+155
| +132% | +$21.7K | ﹤0.01% | 789 |
|
|
2020
Q1 | $14K | Buy |
117
+13
| +13% | +$1.56K | ﹤0.01% | 948 |
|
|
2019
Q4 | $14K | Hold |
104
| – | – | ﹤0.01% | 1000 |
|
|
2019
Q3 | $12K | Sell |
104
-38
| -27% | -$4.39K | ﹤0.01% | 971 |
|
|
2019
Q2 | $19K | Buy |
142
+52
| +58% | +$6.96K | ﹤0.01% | 863 |
|
|
2019
Q1 | $10K | Sell |
90
-1
| -1% | -$111 | ﹤0.01% | 962 |
|
|
2018
Q4 | $9K | Sell |
91
-102
| -53% | -$10.1K | ﹤0.01% | 908 |
|
|
2018
Q3 | $21K | Sell |
193
-37
| -16% | -$4.03K | ﹤0.01% | 754 |
|
|
2018
Q2 | $26K | Sell |
230
-60
| -21% | -$6.78K | ﹤0.01% | 685 |
|
|
2018
Q1 | $30K | Buy |
290
+192
| +196% | +$19.9K | ﹤0.01% | 611 |
|
|
2017
Q4 | $11K | Buy |
98
+85
| +654% | +$9.54K | ﹤0.01% | 813 |
|
|
2017
Q3 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1117 |
|