Summit Investment Advisory Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $316K | Sell |
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|
2025
Q4 | $392K | Buy |
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|
2025
Q3 | $346K | Buy |
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|
2025
Q2 | $268K | Sell |
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|
2025
Q1 | $450K | Buy |
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|
2024
Q4 | $328K | Hold |
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|
2024
Q3 | $305K | Sell |
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|
2024
Q2 | $1.17M | Buy |
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|
2024
Q1 | $316K | Buy |
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|
2023
Q4 | $227K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $234K | Buy |
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