Great Valley Advisor Group’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 | $536K | Buy |
25,173
+40
| +0.2% | +$851 | 0.01% | 585 |
|
|
2025
Q1 | $485K | Buy |
25,133
+32
| +0.1% | +$617 | 0.01% | 593 |
|
|
2024
Q4 | $448K | Buy |
25,101
+101
| +0.4% | +$1.8K | 0.01% | 598 |
|
|
2024
Q3 | $548K | Sell |
25,000
-9,023
| -27% | -$198K | 0.01% | 543 |
|
|
2024
Q2 | $265K | Hold |
34,023
| – | – | 0.01% | 672 |
|
|
2024
Q1 | $141K | Hold |
34,023
| – | – | ﹤0.01% | 724 |
|
|
2023
Q4 | $88.8K | Hold |
34,023
| – | – | ﹤0.01% | 692 |
|
|
2023
Q3 | $63.6K | Hold |
34,023
| – | – | ﹤0.01% | 659 |
|
|
2023
Q2 | $85.4K | Hold |
34,023
| – | – | ﹤0.01% | 685 |
|
|
2023
Q1 | $59.5K | Buy |
+34,023
| New | +$59.5K | ﹤0.01% | 683 |
|