SC
Summa Corp’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.42M | Buy |
16,652
+6,372
| +62% | +$1.31M | 1.78% | 8 |
|
|
2025
Q1 | $2.28M | Sell |
10,280
-1,211
| -11% | -$269K | 1.32% | 11 |
|
|
2024
Q4 | $2.88M | Buy |
11,491
+14
| +0.1% | +$3.51K | 1.41% | 9 |
|
|
2024
Q3 | $2.67M | Buy |
11,477
+1,411
| +14% | +$329K | 1.28% | 10 |
|
|
2024
Q2 | $2.12M | Sell |
10,066
-198
| -2% | -$41.7K | 1.03% | 12 |
|
|
2024
Q1 | $1.76M | Buy |
10,264
+326
| +3% | +$55.9K | 0.96% | 14 |
|
|
2023
Q4 | $1.91M | Buy |
+9,938
| New | +$1.91M | 1.34% | 15 |
|