Summit Investment Advisory Services’s Apple AAPL Stock Holding History

Summit Investment Advisory Services’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$268K	Sell
2025 Q2	$1.24M	Buy
2025 Q1	$450K	Buy
2024 Q4	$328K	Hold
2024 Q3	$305K	Sell
2024 Q2	$1.17M	Buy
2024 Q1	$316K	Buy
2023 Q4	$227K	Buy
2023 Q3	–	Sell
2023 Q2	$234K	Buy