SFS
Summit Financial Strategies’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.3M | Sell |
69,467
-196
| -0.3% | -$40.2K | 1.32% | 16 |
|
|
2025
Q1 | $15.5M | Sell |
69,663
-146
| -0.2% | -$32.4K | 1.56% | 16 |
|
|
2024
Q4 | $17.5M | Sell |
69,809
-442
| -0.6% | -$111K | 1.93% | 14 |
|
|
2024
Q3 | $16.4M | Sell |
70,251
-545
| -0.8% | -$127K | 1.84% | 14 |
|
|
2024
Q2 | $14.9M | Sell |
70,796
-343
| -0.5% | -$72.2K | 1.85% | 14 |
|
|
2024
Q1 | $12.2M | Buy |
71,139
+576
| +0.8% | +$98.8K | 1.7% | 15 |
|
|
2023
Q4 | $13.6M | Sell |
70,563
-601
| -0.8% | -$116K | 2.08% | 12 |
|
|
2023
Q3 | $12.2M | Buy |
71,164
+6,319
| +10% | +$1.08M | 2.32% | 11 |
|
|
2023
Q2 | $12.6M | Buy |
64,845
+732
| +1% | +$142K | 2.35% | 10 |
|
|
2023
Q1 | $10.6M | Sell |
64,113
-410
| -0.6% | -$67.6K | 2.08% | 11 |
|
|
2022
Q4 | $8.38M | Sell |
64,523
-2,621
| -4% | -$341K | 1.81% | 11 |
|
|
2022
Q3 | $9.28M | Buy |
67,144
+5,482
| +9% | +$758K | 2.2% | 11 |
|
|
2022
Q2 | $8.43M | Buy |
61,662
+100
| +0.2% | +$13.7K | 1.97% | 13 |
|
|
2022
Q1 | $10.7M | Buy |
61,562
+340
| +0.6% | +$59.4K | 2.16% | 13 |
|
|
2021
Q4 | $10.9M | Buy |
61,222
+5,733
| +10% | +$1.02M | 2.1% | 13 |
|
|
2021
Q3 | $7.85M | Buy |
55,489
+132
| +0.2% | +$18.7K | 1.5% | 13 |
|
|
2021
Q2 | $7.58M | Buy |
55,357
+24,754
| +81% | +$3.39M | 1.5% | 13 |
|
|
2021
Q1 | $3.74M | Buy |
30,603
+811
| +3% | +$99.1K | 1.34% | 13 |
|
|
2020
Q4 | $3.95M | Sell |
29,792
-105
| -0.4% | -$13.9K | 1.36% | 14 |
|
|
2020
Q3 | $3.46M | Buy |
29,897
+22,697
| +315% | +$2.63M | 1.41% | 14 |
|
|
2020
Q2 | $2.63M | Sell |
7,200
-181
| -2% | -$66K | 1.17% | 13 |
|
|
2020
Q1 | $1.88M | Sell |
7,381
-153
| -2% | -$38.9K | 1.02% | 13 |
|
|
2019
Q4 | $2.21M | Buy |
7,534
+1,378
| +22% | +$405K | 1.08% | 12 |
|
|
2019
Q3 | $1.38M | Buy |
+6,156
| New | +$1.38M | 0.66% | 14 |
|
|
2019
Q2 | – | Sell |
-6,460
| Closed | -$1.23M | – | 59 |
|
|
2019
Q1 | $1.23M | Sell |
6,460
-265
| -4% | -$50.3K | 0.62% | 13 |
|
|
2018
Q4 | $1.06M | Sell |
6,725
-841
| -11% | -$133K | 0.6% | 16 |
|
|
2018
Q3 | $1.71M | Buy |
7,566
+1,117
| +17% | +$252K | 0.78% | 13 |
|
|
2018
Q2 | $1.19M | Sell |
6,449
-45
| -0.7% | -$8.33K | 0.58% | 15 |
|
|
2018
Q1 | $1.09M | Buy |
6,494
+35
| +0.5% | +$5.88K | 0.56% | 16 |
|
|
2017
Q4 | $1.09M | Sell |
6,459
-413
| -6% | -$69.9K | 0.57% | 16 |
|
|
2017
Q3 | $1.06M | Buy |
6,872
+31
| +0.5% | +$4.78K | 0.61% | 15 |
|
|
2017
Q2 | $985K | Sell |
6,841
-645
| -9% | -$92.9K | 0.59% | 16 |
|
|
2017
Q1 | $1.08M | Buy |
7,486
+1,259
| +20% | +$181K | 0.79% | 12 |
|
|
2016
Q4 | $721K | Sell |
6,227
-300
| -5% | -$34.7K | 0.49% | 17 |
|
|
2016
Q3 | $738K | Sell |
6,527
-6
| -0.1% | -$678 | 0.52% | 17 |
|
|
2016
Q2 | $625K | Buy |
6,533
+19
| +0.3% | +$1.82K | 0.46% | 18 |
|
|
2016
Q1 | $710K | Sell |
6,514
-490
| -7% | -$53.4K | 0.52% | 18 |
|
|
2015
Q4 | $737K | Buy |
7,004
+210
| +3% | +$22.1K | 0.57% | 18 |
|
|
2015
Q3 | $749K | Buy |
6,794
+900
| +15% | +$99.2K | 0.62% | 17 |
|
|
2015
Q2 | $739K | Sell |
5,894
-530
| -8% | -$66.5K | 0.58% | 19 |
|
|
2015
Q1 | $799K | Sell |
6,424
-69
| -1% | -$8.58K | 0.64% | 17 |
|
|
2014
Q4 | $717K | Buy |
+6,493
| New | +$717K | 0.58% | 20 |
|