Summit Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104M | Buy |
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|
2025
Q1 | $81.9M | Buy |
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|
2024
Q4 | $71.7M | Buy |
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|
2024
Q3 | $59.5M | Buy |
|
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|
2024
Q2 | $42.8M | Buy |
|
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|
2024
Q1 | $26.7M | Sell |
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|
2023
Q4 | $32.5M | Buy |
|
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|
2023
Q3 | $28M | Buy |
|
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|
2023
Q2 | $28.3M | Buy |
|
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|
2023
Q1 | $22.3M | Buy |
|
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|
2022
Q4 | $17.4M | Sell |
|
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|
2022
Q3 | $20.6M | Buy |
|
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|
2022
Q2 | $17M | Buy |
|
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|
2022
Q1 | $21.2M | Buy |
|
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|
2021
Q4 | $18M | Buy |
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|
2021
Q3 | $12.1M | Buy |
|
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|
2021
Q2 | $6.07M | Buy |
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|
2021
Q1 | $751K | Buy |
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|
2020
Q4 | $774K | Buy |
|