Summit Global Investments’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 | $19.5M | Buy |
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|
2025
Q1 | $9.41M | Sell |
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|
2024
Q4 | $16.9M | Sell |
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|
2024
Q3 | $18.9M | Sell |
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|
2024
Q2 | $18.9M | Buy |
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|
2024
Q1 | $12M | Buy |
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|
2023
Q4 | $12.7M | Buy |
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|
2023
Q3 | $10.7M | Buy |
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|
2023
Q2 | $11.7M | Sell |
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|
2023
Q1 | $24.5M | Sell |
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|
2022
Q4 | $20.1M | Sell |
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|
2022
Q3 | $22.2M | Buy |
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|
2022
Q2 | $20.3M | Sell |
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|
2022
Q1 | $28.2M | Sell |
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|
2021
Q4 | $38.4M | Buy |
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|
2021
Q3 | $30.2M | Buy |
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|
2021
Q2 | $27.7M | Buy |
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|
2021
Q1 | $14.3M | Buy |
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|
2020
Q4 | $15.4M | Sell |
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|
2020
Q3 | $15.2M | Sell |
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|
2020
Q2 | $19.3M | Buy |
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|
2020
Q1 | $340K | Sell |
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|
2019
Q4 | $4.75M | Sell |
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|
2019
Q3 | $6.21M | Buy |
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|
2019
Q2 | $5.31M | Sell |
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|
2019
Q1 | $6.44M | Sell |
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|
2018
Q4 | $7.44M | Buy |
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|
2018
Q3 | $7.3M | Sell |
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|
2018
Q2 | $6.05M | Sell |
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|
2018
Q1 | $11.1M | Buy |
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|
2017
Q4 | $10.8M | Sell |
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|
2017
Q3 | $10M | Buy |
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|
2017
Q2 | $4.03M | Sell |
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|
2017
Q1 | $7.47M | Buy |
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|
2016
Q4 | $5.6M | Buy |
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