SFWA
Summit Financial Wealth Advisors’s Genuine Parts GPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $8.42M | Buy |
70,649
+2,102
| +3% | +$250K | 1.67% | 18 |
|
|
2024
Q4 | $7.95M | Buy |
68,547
+1,011
| +1% | +$117K | 1.55% | 22 |
|
|
2024
Q3 | $9.43M | Buy |
67,536
+276
| +0.4% | +$38.6K | 1.77% | 17 |
|
|
2024
Q2 | $9.3M | Sell |
67,260
-1,689
| -2% | -$234K | 1.89% | 15 |
|
|
2024
Q1 | $10.7M | Sell |
68,949
-442
| -0.6% | -$68.5K | 2.16% | 12 |
|
|
2023
Q4 | $9.61M | Sell |
69,391
-766
| -1% | -$106K | 2.18% | 12 |
|
|
2023
Q3 | $9.51M | Sell |
70,157
-3,815
| -5% | -$517K | 2.34% | 10 |
|
|
2023
Q2 | $12.5M | Sell |
73,972
-2,170
| -3% | -$367K | 2.89% | 7 |
|
|
2023
Q1 | $12.7M | Sell |
76,142
-380
| -0.5% | -$63.6K | 3.02% | 8 |
|
|
2022
Q4 | $13.3M | Sell |
76,522
-190
| -0.2% | -$33K | 3.2% | 8 |
|
|
2022
Q3 | $13.4M | Sell |
76,712
-2,726
| -3% | -$477K | 3.86% | 8 |
|
|
2022
Q2 | $11.5M | Sell |
79,438
-1,006
| -1% | -$145K | 2.74% | 8 |
|
|
2022
Q1 | $10.1M | Buy |
80,444
+9,175
| +13% | +$1.16M | 2.05% | 14 |
|
|
2021
Q4 | $10M | Buy |
71,269
+2,174
| +3% | +$305K | 1.94% | 12 |
|
|
2021
Q3 | $8.38M | Buy |
69,095
+813
| +1% | +$98.6K | 1.9% | 15 |
|
|
2021
Q2 | $8.64M | Buy |
+68,282
| New | +$8.64M | 1.95% | 15 |
|