SF
Summit Financial’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104M | Buy |
507,505
+138,851
| +38% | +$28.5M | 2.35% | 5 |
|
|
2025
Q1 | $81.9M | Buy |
368,654
+82,246
| +29% | +$18.3M | 2.29% | 4 |
|
|
2024
Q4 | $71.7M | Buy |
286,408
+31,008
| +12% | +$7.77M | 2.51% | 4 |
|
|
2024
Q3 | $59.5M | Buy |
255,400
+52,208
| +26% | +$12.2M | 2.33% | 6 |
|
|
2024
Q2 | $42.8M | Buy |
203,192
+47,208
| +30% | +$9.94M | 1.95% | 7 |
|
|
2024
Q1 | $26.7M | Sell |
155,984
-12,848
| -8% | -$2.2M | 1.58% | 11 |
|
|
2023
Q4 | $32.5M | Buy |
168,832
+5,192
| +3% | +$1,000K | 2.12% | 8 |
|
|
2023
Q3 | $28M | Buy |
163,640
+17,936
| +12% | +$3.07M | 2.07% | 7 |
|
|
2023
Q2 | $28.3M | Buy |
145,704
+10,510
| +8% | +$2.04M | 2.06% | 8 |
|
|
2023
Q1 | $22.3M | Buy |
135,194
+1,054
| +0.8% | +$174K | 1.95% | 9 |
|
|
2022
Q4 | $17.4M | Sell |
134,140
-14,989
| -10% | -$1.95M | 1.64% | 9 |
|
|
2022
Q3 | $20.6M | Buy |
149,129
+24,823
| +20% | +$3.43M | 1.95% | 10 |
|
|
2022
Q2 | $17M | Buy |
124,306
+3,018
| +2% | +$413K | 1.59% | 11 |
|
|
2022
Q1 | $21.2M | Buy |
121,288
+20,181
| +20% | +$3.52M | 1.65% | 12 |
|
|
2021
Q4 | $18M | Buy |
101,107
+15,665
| +18% | +$2.78M | 1.37% | 12 |
|
|
2021
Q3 | $12.1M | Buy |
85,442
+41,109
| +93% | +$5.82M | 1.04% | 18 |
|
|
2021
Q2 | $6.07M | Buy |
44,333
+38,186
| +621% | +$5.23M | 0.6% | 18 |
|
|
2021
Q1 | $751K | Buy |
6,147
+316
| +5% | +$38.6K | 0.1% | 35 |
|
|
2020
Q4 | $774K | Buy |
+5,831
| New | +$774K | 0.11% | 32 |
|