Summit Place Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.03M | Buy |
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|
2025
Q2 | $7.22M | Buy |
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|
2025
Q1 | $7.51M | Buy |
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|
2024
Q4 | $8.43M | Sell |
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|
2024
Q3 | $7.95M | Sell |
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|
2024
Q2 | $7.44M | Buy |
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|
2024
Q1 | $5.98M | Buy |
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|
2023
Q4 | $6.16M | Buy |
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|
2023
Q3 | $5.4M | Sell |
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|
2023
Q2 | $6.45M | Sell |
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|
2023
Q1 | $5.61M | Buy |
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|
2022
Q4 | $4.12M | Buy |
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|
2022
Q3 | $3.96M | Sell |
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|
2022
Q2 | $4.06M | Sell |
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|
2022
Q1 | $5.33M | Sell |
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|
2021
Q4 | $5.95M | Sell |
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|
2021
Q3 | $4.77M | Buy |
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|
2021
Q2 | $4.52M | Buy |
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|
2021
Q1 | $3.85M | Sell |
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|
2020
Q4 | $4.2M | Buy |
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|
2020
Q3 | $3.63M | Buy |
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