Summit Financial Wealth Advisors’s Viking Therapeutics VKTX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-4,095	Closed	-$217K	–	154
2024 Q2	$217K	Buy	4,095 +1,100	+37%	+$72.1K	0.04%	130
2024 Q1	$246K	Sell	2,995 -36,602	-92%	-$1.63M	0.05%	117
2023 Q4	$737K	Hold	39,597	–	–	0.17%	63
2023 Q3	$409K	Hold	39,597	–	–	0.1%	82
2023 Q2	$642K	Buy	39,597 +5,607	+16%	+$117K	0.15%	69
2023 Q1	$566K	Buy	33,990 +1,466	+5%	+$15.1K	0.13%	76
2022 Q4	$306K	Hold	32,524	–	–	0.07%	108
2022 Q3	$131K	Hold	32,524	–	–	0.04%	121
2022 Q2	$107K	Buy	32,524 +9,450	+41%	+$23.4K	0.03%	130
2022 Q1	$69K	Buy	23,074 +4,395	+24%	+$15.8K	0.01%	130
2021 Q4	$86K	Hold	18,679	–	–	0.02%	139
2021 Q3	$117K	Hold	18,679	–	–	0.03%	128
2021 Q2	$112K	Buy	18,679 +800	+4%	+$4.75K	0.03%	125
2021 Q1	$101K	Buy	17,879 +3,200	+22%	+$22.5K	0.03%	112
2020 Q4	$85K	Sell	14,679 -200	-1%	-$1.21K	0.02%	99
2020 Q3	$83K	Buy	+14,879	New	+$102K	0.02%	116