SFWA
Summit Financial Wealth Advisors’s Garmin GRMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $9.47M | Sell |
43,592
-28,350
| -39% | -$6.16M | 1.88% | 17 |
|
|
2024
Q4 | $15.5M | Sell |
71,942
-2,961
| -4% | -$638K | 3.03% | 8 |
|
|
2024
Q3 | $13.2M | Buy |
74,903
+1
| +0% | +$176 | 2.47% | 10 |
|
|
2024
Q2 | $12.2M | Sell |
74,902
-2,708
| -3% | -$441K | 2.47% | 10 |
|
|
2024
Q1 | $11.6M | Sell |
77,610
-1,056
| -1% | -$157K | 2.34% | 10 |
|
|
2023
Q4 | $10.1M | Sell |
78,666
-1,684
| -2% | -$216K | 2.29% | 11 |
|
|
2023
Q3 | $9.22M | Sell |
80,350
-4,856
| -6% | -$557K | 2.26% | 12 |
|
|
2023
Q2 | $8.89M | Sell |
85,206
-2,289
| -3% | -$239K | 2.05% | 14 |
|
|
2023
Q1 | $8.83M | Buy |
87,495
+3,803
| +5% | +$384K | 2.09% | 14 |
|
|
2022
Q4 | $7.72M | Buy |
83,692
+200
| +0.2% | +$18.5K | 1.86% | 17 |
|
|
2022
Q3 | $7.18M | Sell |
83,492
-162
| -0.2% | -$13.9K | 2.06% | 17 |
|
|
2022
Q2 | $8.71M | Buy |
83,654
+2,695
| +3% | +$281K | 2.08% | 14 |
|
|
2022
Q1 | $9.6M | Buy |
80,959
+25,675
| +46% | +$3.05M | 1.94% | 15 |
|
|
2021
Q4 | $7.38M | Buy |
55,284
+3,295
| +6% | +$440K | 1.43% | 23 |
|
|
2021
Q3 | $8.08M | Buy |
51,989
+141
| +0.3% | +$21.9K | 1.83% | 17 |
|
|
2021
Q2 | $7.5M | Sell |
51,848
-299
| -0.6% | -$43.2K | 1.69% | 20 |
|
|
2021
Q1 | $6.24M | Sell |
52,147
-1,173
| -2% | -$140K | 1.59% | 19 |
|
|
2020
Q4 | $5.06M | Buy |
53,320
+678
| +1% | +$64.3K | 1.38% | 24 |
|
|
2020
Q3 | $5.79M | Sell |
52,642
-9,196
| -15% | -$1.01M | 1.54% | 20 |
|
|
2020
Q2 | $6.07M | Buy |
61,838
+721
| +1% | +$70.8K | 1.62% | 19 |
|
|
2020
Q1 | $4.61M | Sell |
61,117
-7,709
| -11% | -$582K | 1.45% | 20 |
|
|
2019
Q4 | $6.78M | Sell |
68,826
-4,706
| -6% | -$463K | 1.65% | 14 |
|
|
2019
Q3 | $6.4M | Buy |
73,532
+2,499
| +4% | +$218K | 1.57% | 13 |
|
|
2019
Q2 | $5.67M | Sell |
71,033
-7,490
| -10% | -$598K | 1.39% | 18 |
|
|
2019
Q1 | $6.95M | Sell |
78,523
-2,066
| -3% | -$183K | 1.84% | 12 |
|
|
2018
Q4 | $5.1M | Buy |
80,589
+2,577
| +3% | +$163K | 1.66% | 13 |
|
|
2018
Q3 | $4.85M | Buy |
78,012
+4,991
| +7% | +$310K | 1.45% | 22 |
|
|
2018
Q2 | $4.3M | Hold |
73,021
| – | – | 1.44% | 17 |
|
|
2018
Q1 | $4.3M | Buy |
73,021
+4,219
| +6% | +$249K | 1.41% | 18 |
|
|
2017
Q4 | $4.1M | Buy |
68,802
+5,816
| +9% | +$346K | 1.41% | 18 |
|
|
2017
Q3 | $3.4M | Buy |
62,986
+5,297
| +9% | +$286K | 1.24% | 19 |
|
|
2017
Q2 | $2.94M | Buy |
57,689
+1,904
| +3% | +$97.2K | 1.16% | 25 |
|
|
2017
Q1 | $2.85M | Buy |
55,785
+8,025
| +17% | +$410K | 1.25% | 24 |
|
|
2016
Q4 | $2.32M | Sell |
47,760
-6,085
| -11% | -$295K | 1.02% | 33 |
|
|
2016
Q3 | $2.59M | Buy |
53,845
+1,105
| +2% | +$53.2K | 1.12% | 31 |
|
|
2016
Q2 | $2.24M | Buy |
52,740
+1,640
| +3% | +$69.6K | 0.93% | 35 |
|
|
2016
Q1 | $2.04M | Buy |
51,100
+255
| +0.5% | +$10.2K | 0.89% | 34 |
|
|
2015
Q4 | $1.89M | Buy |
50,845
+298
| +0.6% | +$11.1K | 0.87% | 36 |
|
|
2015
Q3 | $1.81M | Sell |
50,547
-2,605
| -5% | -$93.4K | 1.17% | 30 |
|
|
2015
Q2 | $2.33M | Buy |
53,152
+2,650
| +5% | +$116K | 1.44% | 24 |
|
|
2015
Q1 | $2.33M | Sell |
50,502
-370
| -0.7% | -$17.1K | 1.58% | 22 |
|
|
2014
Q4 | $2.69M | Buy |
+50,872
| New | +$2.69M | 1.87% | 20 |
|