SFWA
Summit Financial Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $8.34M | Sell |
37,568
-148
| -0.4% | -$32.9K | 1.66% | 19 |
|
|
2024
Q4 | $8.6M | Buy |
37,716
+630
| +2% | +$144K | 1.68% | 19 |
|
|
2024
Q3 | $8.64M | Sell |
37,086
-1,259
| -3% | -$293K | 1.62% | 21 |
|
|
2024
Q2 | $8.08M | Sell |
38,345
-84
| -0.2% | -$17.7K | 1.64% | 19 |
|
|
2024
Q1 | $6.59M | Sell |
38,429
-1,364
| -3% | -$234K | 1.34% | 24 |
|
|
2023
Q4 | $7.66M | Buy |
39,793
+752
| +2% | +$145K | 1.74% | 19 |
|
|
2023
Q3 | $7.1M | Sell |
39,041
-2,316
| -6% | -$421K | 1.74% | 20 |
|
|
2023
Q2 | $8.02M | Buy |
41,357
+1,447
| +4% | +$281K | 1.85% | 18 |
|
|
2023
Q1 | $6.58M | Sell |
39,910
-1,685
| -4% | -$278K | 1.56% | 21 |
|
|
2022
Q4 | $5.4M | Sell |
41,595
-37
| -0.1% | -$4.81K | 1.3% | 25 |
|
|
2022
Q3 | $6.03M | Sell |
41,632
-719
| -2% | -$104K | 1.73% | 21 |
|
|
2022
Q2 | $6.48M | Buy |
42,351
+1,009
| +2% | +$154K | 1.55% | 26 |
|
|
2022
Q1 | $7.22M | Sell |
41,342
-506
| -1% | -$88.4K | 1.46% | 26 |
|
|
2021
Q4 | $7.52M | Sell |
41,848
-622
| -1% | -$112K | 1.46% | 22 |
|
|
2021
Q3 | $6.01M | Buy |
42,470
+96
| +0.2% | +$13.6K | 1.36% | 25 |
|
|
2021
Q2 | $5.8M | Sell |
42,374
-3,104
| -7% | -$425K | 1.31% | 27 |
|
|
2021
Q1 | $6.04M | Buy |
45,478
+84
| +0.2% | +$11.1K | 1.54% | 20 |
|
|
2020
Q4 | $5.26M | Sell |
45,394
-3,951
| -8% | -$458K | 1.43% | 23 |
|
|
2020
Q3 | $5.37M | Buy |
49,345
+36,744
| +292% | +$4M | 1.43% | 23 |
|
|
2020
Q2 | $4.81M | Sell |
12,601
-162
| -1% | -$61.8K | 1.28% | 24 |
|
|
2020
Q1 | $3.35M | Sell |
12,763
-1,655
| -11% | -$434K | 1.06% | 24 |
|
|
2019
Q4 | $4.46M | Sell |
14,418
-417
| -3% | -$129K | 1.08% | 27 |
|
|
2019
Q3 | $3.5M | Sell |
14,835
-191
| -1% | -$45.1K | 0.86% | 30 |
|
|
2019
Q2 | $2.97M | Sell |
15,026
-10,393
| -41% | -$2.06M | 0.73% | 38 |
|
|
2019
Q1 | $4.97M | Buy |
25,419
+2,935
| +13% | +$573K | 1.31% | 21 |
|
|
2018
Q4 | $3.55M | Buy |
22,484
+7,234
| +47% | +$1.14M | 1.15% | 24 |
|
|
2018
Q3 | $3.31M | Buy |
15,250
+567
| +4% | +$123K | 0.99% | 32 |
|
|
2018
Q2 | $2.46M | Sell |
14,683
-592
| -4% | -$99.3K | 0.82% | 40 |
|
|
2018
Q1 | $2.56M | Buy |
15,275
+297
| +2% | +$49.8K | 0.84% | 39 |
|
|
2017
Q4 | $2.54M | Sell |
14,978
-616
| -4% | -$104K | 0.87% | 40 |
|
|
2017
Q3 | $2.4M | Sell |
15,594
-1,211
| -7% | -$187K | 0.87% | 38 |
|
|
2017
Q2 | $2.42M | Sell |
16,805
-26
| -0.2% | -$3.74K | 0.96% | 32 |
|
|
2017
Q1 | $2.42M | Buy |
16,831
+1,263
| +8% | +$181K | 1.06% | 34 |
|
|
2016
Q4 | $1.8M | Buy |
15,568
+27
| +0.2% | +$3.13K | 0.79% | 38 |
|
|
2016
Q3 | $1.76M | Sell |
15,541
-4,291
| -22% | -$485K | 0.76% | 39 |
|
|
2016
Q2 | $1.9M | Sell |
19,832
-5,856
| -23% | -$560K | 0.79% | 37 |
|
|
2016
Q1 | $2.8M | Buy |
25,688
+1,973
| +8% | +$215K | 1.23% | 28 |
|
|
2015
Q4 | $2.5M | Buy |
23,715
+15,451
| +187% | +$1.63M | 1.14% | 31 |
|
|
2015
Q3 | $911K | Sell |
8,264
-90
| -1% | -$9.92K | 0.59% | 39 |
|
|
2015
Q2 | $1.05M | Buy |
8,354
+125
| +2% | +$15.7K | 0.65% | 38 |
|
|
2015
Q1 | $1.04M | Buy |
8,229
+2,165
| +36% | +$273K | 0.7% | 33 |
|
|
2014
Q4 | $669K | Buy |
+6,064
| New | +$669K | 0.46% | 38 |
|