Waverly 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 | – | Sell |
-1,218
| Closed | -$327K | – | 1213 |
|
|
2025
Q1 | $327K | Buy |
1,218
+186
| +18% | +$49.9K | ﹤0.01% | 899 |
|
|
2024
Q4 | $254K | Buy |
+1,032
| New | +$254K | ﹤0.01% | 871 |
|
|
2018
Q1 | – | Sell |
-340
| Closed | -$38K | – | 332 |
|
|
2017
Q4 | $38K | Buy |
+340
| New | +$38K | 0.01% | 271 |
|
|
2015
Q4 | – | Sell |
-63
| Closed | -$4K | – | 345 |
|
|
2015
Q3 | $4K | Hold |
63
| – | – | ﹤0.01% | 388 |
|
|
2015
Q2 | $4K | Buy |
+63
| New | +$4K | ﹤0.01% | 320 |
|
|
2014
Q4 | – | Sell |
-102
| Closed | -$7K | – | 627 |
|
|
2014
Q3 | $7K | Hold |
102
| – | – | ﹤0.01% | 564 |
|
|
2014
Q2 | $8K | Buy |
102
+11
| +12% | +$863 | ﹤0.01% | 497 |
|
|
2014
Q1 | $7K | Sell |
91
-1,113
| -92% | -$85.6K | ﹤0.01% | 493 |
|
|
2013
Q4 | $105K | Buy |
1,204
+91
| +8% | +$7.94K | 0.04% | 222 |
|
|
2013
Q3 | $82K | Buy |
+1,113
| New | +$82K | 0.04% | 177 |
|