BCWM
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Ball & Co Wealth Management’s Summit Therapeutics SMMT Stock Holding History

Ball & Co Wealth Management’s Portfolio SMMT Stock Details SMMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$28K Buy
+1,500
New +$24.3K 0.02% 51
2025
Q4 		– Sell
-1,500
Closed -$30K – 85
2025
Q3 		$30K Hold
1,500
– – 0.02% 55
2025
Q2 		$31K Buy
+1,500
New +$34.2K 0.03% 39

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