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Summit Investment Advisors’s Apple AAPL Stock Holding History

Summit Investment Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.36M Buy
6,740
+63
+0.9% +$12.8K 1.12% 25
2025
Q1 		$1.33M Sell
6,677
-210
-3% -$41.7K 1.18% 24
2024
Q4 		$1.66M Buy
+6,887
New +$1.66M 1.48% 18