Summit Financial Strategies’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.3M | Sell |
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|
2025
Q1 | $15.5M | Sell |
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|
2024
Q4 | $17.5M | Sell |
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|
2024
Q3 | $16.4M | Sell |
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|
2024
Q2 | $14.9M | Sell |
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|
2024
Q1 | $12.2M | Buy |
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|
2023
Q4 | $13.6M | Sell |
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|
2023
Q3 | $12.2M | Buy |
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|
2023
Q2 | $12.6M | Buy |
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|
2023
Q1 | $10.6M | Sell |
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|
2022
Q4 | $8.38M | Sell |
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|
2022
Q3 | $9.28M | Buy |
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|
2022
Q2 | $8.43M | Buy |
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|
2022
Q1 | $10.7M | Buy |
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|
2021
Q4 | $10.9M | Buy |
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|
2021
Q3 | $7.85M | Buy |
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|
2021
Q2 | $7.58M | Buy |
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|
2021
Q1 | $3.74M | Buy |
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|
2020
Q4 | $3.95M | Sell |
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|
2020
Q3 | $3.46M | Buy |
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|
2020
Q2 | $2.63M | Sell |
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|
2020
Q1 | $1.88M | Sell |
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|
2019
Q4 | $2.21M | Buy |
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|
2019
Q3 | $1.38M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.23M | Sell |
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|
2018
Q4 | $1.06M | Sell |
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|
2018
Q3 | $1.71M | Buy |
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|
2018
Q2 | $1.19M | Sell |
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|
2018
Q1 | $1.09M | Buy |
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|
2017
Q4 | $1.09M | Sell |
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|
2017
Q3 | $1.06M | Buy |
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|
2017
Q2 | $985K | Sell |
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|
2017
Q1 | $1.07M | Buy |
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|
2016
Q4 | $721K | Sell |
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|
2016
Q3 | $738K | Sell |
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|
2016
Q2 | $625K | Buy |
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|
2016
Q1 | $710K | Sell |
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|
2015
Q4 | $737K | Buy |
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|
2015
Q3 | $749K | Buy |
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|
2015
Q2 | $739K | Sell |
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|
2015
Q1 | $799K | Sell |
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|
2014
Q4 | $717K | Buy |
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