Mount Yale Investment Advisors, LLC Sap Se Transaction History

Mount Yale Investment Advisors, LLC

$1.21 Billion
Q2 2025

A detailed history of Mount Yale Investment Advisors, LLC transactions in Sap Se stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 18,368 shares of SAP stock, worth $5.07 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

18,368

Previous 14,871 23.52%

Holding current value

$5.07 Million

Previous $3.99 Million 39.94%

% of portfolio

0.46%

Previous 0.36%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$237.53 - $309.8 $830,642 - $1.08 Million	3,497 Added 23.52%	18,368 $5.59 Million
Q1 2025 Apr 16, 2025	SELL	$241.4 - $293.69 $361,134 - $439,360	-1,496 Reduced 9.14%	14,871 $3.99 Million
Q4 2024 Jan 22, 2025	BUY	$218.13 - $255.54 $2.41 Million - $2.83 Million	11,057 Added 208.23%	16,367 $4.03 Million
Q3 2024 Oct 23, 2024	SELL	$197.21 - $231.0 $20,707 - $24,255	-105 Reduced 1.94%	5,310 $1.22 Million
Q2 2024 Aug 13, 2024	SELL	$175.77 - $201.71 $7,558 - $8,673	-43 Reduced 0.79%	5,415 $1.09 Million
Q1 2024 May 15, 2024	SELL	$148.52 - $197.09 $1.09 Million - $1.44 Million	-7,315 Reduced 57.27%	5,458 $1.06 Million
Q4 2023 Feb 12, 2024	BUY	$127.61 - $160.16 $518,989 - $651,370	4,067 Added 46.71%	12,773 $1.97 Million
Q3 2023 Oct 11, 2023	SELL	$127.18 - $144.99 $54,687 - $62,345	-430 Reduced 4.71%	8,706 $1.13 Million
Q2 2023 Aug 14, 2023	BUY	$126.32 - $137.28 $325,526 - $353,770	2,577 Added 39.29%	9,136 $1.25 Million
Q1 2023 May 11, 2023	SELL	$104.0 - $126.55 $59,280 - $72,133	-570 Reduced 8.0%	6,559 $830,000
Q4 2022 Feb 13, 2023	SELL	$83.01 - $112.05 $11,538 - $15,574	-139 Reduced 1.91%	7,129 $735,000
Q3 2022 Nov 07, 2022	BUY	$79.12 - $95.58 $350,818 - $423,801	4,434 Added 156.46%	7,268 $591,000
Q2 2022 Aug 02, 2022	BUY	$90.37 - $112.48 $10,663 - $13,272	118 Added 4.34%	2,834 $257,000
Q1 2022 May 03, 2022	BUY	$104.97 - $141.4 $48,286 - $65,044	460 Added 20.39%	2,716 $301,000
Q4 2021 Feb 02, 2022	BUY	$128.44 - $149.53 $27,100 - $31,550	211 Added 10.32%	2,256 $316,000
Q3 2021 Nov 02, 2021	BUY	$135.04 - $150.2 $276,156 - $307,159	2,045 New	2,045 $276,000
Q4 2020 Feb 12, 2021	SELL	$105.83 - $158.77 $1 Million - $1.5 Million	-9,460 Closed	0 $0
Q3 2020 Nov 16, 2020	SELL	$140.08 - $169.02 $216,283 - $260,966	-1,544 Reduced 14.03%	9,460 $1.47 Million
Q2 2020 Jul 09, 2020	SELL	$104.99 - $141.07 $25,827 - $34,703	-246 Reduced 2.19%	11,004 $1.54 Million
Q1 2020 May 04, 2020	SELL	$94.13 - $139.96 $15,060 - $22,393	-160 Reduced 1.4%	11,250 $1.24 Million
Q4 2019 Feb 13, 2020	SELL	$112.9 - $139.39 $61,982 - $76,525	-549 Reduced 4.59%	11,410 $1.49 Million
Q3 2019 Nov 14, 2019	BUY	$116.87 - $140.18 $1.4 Million - $1.68 Million	11,959 New	11,959 $1.62 Million

Others Institutions Holding SAP

# of Institutions

1,076

Shares Held

65.6M

Call Options Held

758K

Put Options Held

774K

View Full List

About SAP SE

Ticker SAP
Exchange OTC
Sector Technology
Industry Software—Application
Shares Outstandng 1,169,600,000
Market Cap $323B
Description
SAP SE, together with its subsidiaries, operates as an enterprise application software company worldwide. The company operates through three segments: Applications, Technology & Support; Qualtrics; and Services. It offers SAP S/4HANA, an ERP suite with intelligent technologies, such as artificial intelligence, machine learning, and advanced ...

More about SAP

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Mount Yale Investment Advisors, LLC Sap Se Transaction History