Creative Planning’s Summit Therapeutics SMMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $455K | Buy |
21,390
+1,336
| +7% | +$28.4K | ﹤0.01% | 2538 |
|
|
2025
Q1 | $387K | Buy |
20,054
+1,081
| +6% | +$20.9K | ﹤0.01% | 2526 |
|
|
2024
Q4 | $339K | Buy |
18,973
+3,340
| +21% | +$59.6K | ﹤0.01% | 2548 |
|
|
2024
Q3 | $342K | Buy |
15,633
+4,851
| +45% | +$106K | ﹤0.01% | 2418 |
|
|
2024
Q2 | $84.1K | Buy |
+10,782
| New | +$84.1K | ﹤0.01% | 2855 |
|
|
2023
Q3 | – | Sell |
-16,430
| Closed | -$41.2K | – | 2904 |
|
|
2023
Q2 | $41.2K | Buy |
16,430
+3,822
| +30% | +$9.59K | ﹤0.01% | 2433 |
|
|
2023
Q1 | $22.1K | Buy |
+12,608
| New | +$22.1K | ﹤0.01% | 2375 |
|