Summit Financial Wealth Advisors’s Viking Therapeutics VKTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,095
| Closed | -$217K | – | 154 |
|
|
2024
Q2 | $217K | Buy |
4,095
+1,100
| +37% | +$58.3K | 0.04% | 130 |
|
|
2024
Q1 | $246K | Sell |
2,995
-36,602
| -92% | -$3M | 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% | +$90.9K | 0.15% | 69 |
|
|
2023
Q1 | $566K | Buy |
33,990
+1,466
| +5% | +$24.4K | 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% | +$31.1K | 0.03% | 130 |
|
|
2022
Q1 | $69K | Buy |
23,074
+4,395
| +24% | +$13.1K | 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% | +$4.8K | 0.03% | 125 |
|
|
2021
Q1 | $101K | Buy |
17,879
+3,200
| +22% | +$18.1K | 0.03% | 112 |
|
|
2020
Q4 | $85K | Sell |
14,679
-200
| -1% | -$1.16K | 0.02% | 99 |
|
|
2020
Q3 | $83K | Buy |
+14,879
| New | +$83K | 0.02% | 116 |
|