WANY
Wealthspire Advisors (New York)’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475K | Buy |
1,563
+165
| +12% | +$50.2K | ﹤0.01% | 553 |
|
|
2025
Q1 | $375K | Sell |
1,398
-51
| -4% | -$13.7K | ﹤0.01% | 585 |
|
|
2024
Q4 | $357K | Buy |
1,449
+163
| +13% | +$40.1K | ﹤0.01% | 606 |
|
|
2024
Q3 | $295K | Buy |
1,286
+24
| +2% | +$5.5K | ﹤0.01% | 625 |
|
|
2024
Q2 | $254K | Buy |
1,262
+46
| +4% | +$9.28K | ﹤0.01% | 573 |
|
|
2024
Q1 | $237K | Buy |
+1,216
| New | +$237K | ﹤0.01% | 560 |
|
|
2021
Q4 | – | Sell |
-1,864
| Closed | -$252K | – | 610 |
|
|
2021
Q3 | $252K | Buy |
+1,864
| New | +$252K | 0.01% | 492 |
|
|
2021
Q2 | – | Sell |
-3,298
| Closed | -$405K | – | 603 |
|
|
2021
Q1 | $405K | Sell |
3,298
-153
| -4% | -$18.8K | 0.01% | 453 |
|
|
2020
Q4 | $450K | Sell |
3,451
-858
| -20% | -$112K | 0.01% | 327 |
|
|
2020
Q3 | $671K | Buy |
4,309
+588
| +16% | +$91.6K | 0.04% | 155 |
|
|
2020
Q2 | $521K | Sell |
3,721
-3,492
| -48% | -$489K | 0.04% | 150 |
|
|
2020
Q1 | $797K | Buy |
7,213
+5,062
| +235% | +$559K | 0.03% | 225 |
|
|
2019
Q4 | $288K | Buy |
+2,151
| New | +$288K | 0.02% | 154 |
|
|
2019
Q1 | – | Sell |
-537
| Closed | -$53K | – | 655 |
|
|
2018
Q4 | $53K | Buy |
+537
| New | +$53K | 0.01% | 179 |
|