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FirstPurpose Wealth LLC

SEC CIK
0001913420
Latest filing
Apr 23, 2024

SAP holding history

SAP SE in every 13F filed by FirstPurpose Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SAP overviewAll 13F holders of SAPFull Q1 2024 holdings

Shares (Q1 2024)
3,698
Value
$681.2K
% of portfolio
0.2%
Quarters held
5
Since Q1 2023
Holdings of SAP by FirstPurpose Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20243,698$681.2K0.2%−66−1.8%ReducedHolders
Q4 20233,764$581.9K0.2%+787+26.4%AddedHolders
Q3 20232,977$385.0K0.2%+276+10.2%AddedHolders
Q2 20232,701$369.5K0.2%+270+11.1%AddedHolders
Q1 20232,431$307.6K0.2%+2,431NewHolders