Summit Trail 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
Q2 | $105M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $74M | Buy |
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|
2024
Q2 | $60.5M | Buy |
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|
2024
Q1 | $46.7M | Buy |
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|
2023
Q4 | $46.8M | Sell |
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|
2023
Q3 | $43.5M | Sell |
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|
2023
Q2 | $50.2M | Buy |
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|
2023
Q1 | $35.3M | Sell |
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|
2022
Q4 | $28.4M | Buy |
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|
2022
Q3 | $29.9M | Buy |
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|
2022
Q2 | $28.8M | Buy |
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|
2022
Q1 | $35.2M | Buy |
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|
2021
Q4 | $32.8M | Buy |
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|
2021
Q3 | $22.8M | Buy |
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|
2021
Q2 | $20.5M | Buy |
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|
2021
Q1 | $18M | Sell |
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|
2020
Q4 | $20M | Sell |
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|
2020
Q3 | $22.1M | Buy |
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|
2020
Q2 | $12.8M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $9.6M | Buy |
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|
2019
Q3 | $7.07M | Buy |
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|
2019
Q2 | $6.07M | Sell |
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|
2019
Q1 | $6.3M | Sell |
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|
2018
Q4 | $14M | Sell |
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|
2018
Q3 | $25.7M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $20.2M | Buy |
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|
2017
Q4 | $19.5M | Buy |
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