Summit Investment Advisory Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
6,034
+4,006
| +198% | +$822K | 1.05% | 26 |
|
|
2025
Q1 | $450K | Buy |
2,028
+717
| +55% | +$159K | 0.22% | 40 |
|
|
2024
Q4 | $328K | Hold |
1,311
| – | – | 0.17% | 51 |
|
|
2024
Q3 | $305K | Sell |
1,311
-4,253
| -76% | -$991K | 0.16% | 53 |
|
|
2024
Q2 | $1.17M | Buy |
5,564
+3,722
| +202% | +$784K | 1.38% | 19 |
|
|
2024
Q1 | $316K | Buy |
1,842
+662
| +56% | +$114K | 0.19% | 51 |
|
|
2023
Q4 | $227K | Buy |
+1,180
| New | +$227K | 0.14% | 57 |
|
|
2023
Q3 | – | Sell |
-1,205
| Closed | -$234K | – | 55 |
|
|
2023
Q2 | $234K | Buy |
+1,205
| New | +$234K | 0.15% | 50 |
|