Evoke Wealth’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 | $284K | Sell |
13,328
-86
| -0.6% | -$1.83K | 0.01% | 454 |
|
2025
Q1 | $259K | Sell |
13,414
-1,586
| -11% | -$30.6K | 0.01% | 380 |
|
2024
Q4 | $268K | Hold |
15,000
| – | – | 0.01% | 363 |
|
2024
Q3 | $329K | Buy |
+15,000
| New | +$329K | 0.01% | 320 |
|
2023
Q3 | – | Sell |
-25,218
| Closed | -$63.3K | – | 401 |
|
2023
Q2 | $63.3K | Hold |
25,218
| – | – | ﹤0.01% | 357 |
|
2023
Q1 | $44.1K | Buy |
+25,218
| New | +$44.1K | ﹤0.01% | 343 |
|
2022
Q4 | – | Sell |
-8,000
| Closed | -$10K | – | 1022 |
|
2022
Q3 | $10K | Buy |
8,000
+3,000
| +60% | +$3.75K | ﹤0.01% | 757 |
|
2022
Q2 | $5K | Buy |
+5,000
| New | +$5K | ﹤0.01% | 902 |
|
2021
Q4 | – | Sell |
-3,200
| Closed | -$16K | – | 1235 |
|
2021
Q3 | $16K | Hold |
3,200
| – | – | ﹤0.01% | 672 |
|
2021
Q2 | $24K | Buy |
+3,200
| New | +$24K | ﹤0.01% | 626 |
|