Summit Financial Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.3M | Buy |
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|
2025
Q2 | $8.14M | Buy |
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|
2025
Q1 | $8.34M | Sell |
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|
2024
Q4 | $8.6M | Buy |
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|
2024
Q3 | $8.64M | Sell |
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|
2024
Q2 | $8.08M | Sell |
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|
2024
Q1 | $6.59M | Sell |
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|
2023
Q4 | $7.66M | Buy |
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|
2023
Q3 | $7.1M | Sell |
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|
2023
Q2 | $8.02M | Buy |
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|
2023
Q1 | $6.58M | Sell |
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|
2022
Q4 | $5.4M | Sell |
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|
2022
Q3 | $6.03M | Sell |
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|
2022
Q2 | $6.48M | Buy |
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|
2022
Q1 | $7.22M | Sell |
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|
2021
Q4 | $7.52M | Sell |
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|
2021
Q3 | $6.01M | Buy |
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|
2021
Q2 | $5.8M | Sell |
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|
2021
Q1 | $6.04M | Buy |
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|
2020
Q4 | $5.26M | Sell |
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|
2020
Q3 | $5.37M | Sell |
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|
2020
Q2 | $4.81M | Sell |
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|
2020
Q1 | $3.35M | Sell |
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|
2019
Q4 | $4.46M | Sell |
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|
2019
Q3 | $3.5M | Sell |
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|
2019
Q2 | $2.97M | Sell |
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|
2019
Q1 | $4.97M | Buy |
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|
2018
Q4 | $3.55M | Buy |
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|
2018
Q3 | $3.31M | Buy |
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|
2018
Q2 | $2.46M | Sell |
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|
2018
Q1 | $2.56M | Buy |
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|
2017
Q4 | $2.54M | Sell |
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|
2017
Q3 | $2.4M | Sell |
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|
2017
Q2 | $2.42M | Sell |
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|
2017
Q1 | $2.42M | Buy |
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|
2016
Q4 | $1.8M | Buy |
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|
2016
Q3 | $1.76M | Sell |
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|
2016
Q2 | $1.9M | Sell |
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|
2016
Q1 | $2.8M | Buy |
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|
2015
Q4 | $2.5M | Buy |
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|
2015
Q3 | $911K | Sell |
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|
2015
Q2 | $1.05M | Buy |
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|
2015
Q1 | $1.04M | Buy |
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|
2014
Q4 | $669K | Buy |
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