SWG
Summit Wealth Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.92M | Sell |
19,124
-1,205
| -6% | -$247K | 1.01% | 25 |
|
|
2025
Q1 | $4.52M | Sell |
20,329
-665
| -3% | -$148K | 1.32% | 21 |
|
|
2024
Q4 | $5.26M | Sell |
20,994
-4,283
| -17% | -$1.07M | 1.52% | 18 |
|
|
2024
Q3 | $5.89M | Sell |
25,277
-125
| -0.5% | -$29.1K | 1.7% | 15 |
|
|
2024
Q2 | $5.35M | Sell |
25,402
-13,340
| -34% | -$2.81M | 1.61% | 15 |
|
|
2024
Q1 | $6.64M | Sell |
38,742
-1,730
| -4% | -$297K | 4.52% | 6 |
|
|
2023
Q4 | $7.79M | Sell |
40,472
-494
| -1% | -$95.1K | 6.1% | 5 |
|
|
2023
Q3 | $7.01M | Buy |
+40,966
| New | +$7.01M | 6.26% | 5 |
|
|
2023
Q2 | – | Sell |
-6,992,420
| Closed | -$42K | – | 79 |
|
|
2023
Q1 | $42K | Buy |
6,992,420
+6,949,659
| +16,252% | +$41.7K | 1% | 19 |
|
|
2022
Q4 | $5.56M | Buy |
42,761
+1,930
| +5% | +$251K | 5.86% | 7 |
|
|
2022
Q3 | $5.64M | Sell |
40,831
-16,621
| -29% | -$2.3M | 6.66% | 7 |
|
|
2022
Q2 | $7.86M | Sell |
57,452
-18
| -0% | -$2.46K | 9.28% | 6 |
|
|
2022
Q1 | $10M | Buy |
57,470
+26,037
| +83% | +$4.55M | 10.51% | 4 |
|
|
2021
Q4 | $5.58M | Buy |
+31,433
| New | +$5.58M | 6.36% | 7 |
|
|
2021
Q1 | – | Sell |
-12,369
| Closed | -$1.64M | – | 177 |
|
|
2020
Q4 | $1.64M | Buy |
12,369
+73
| +0.6% | +$9.69K | 1.03% | 22 |
|
|
2020
Q3 | $1.42M | Buy |
12,296
+9,497
| +339% | +$1.1M | 1.24% | 15 |
|
|
2020
Q2 | $1.02M | Buy |
2,799
+146
| +6% | +$53.3K | 0.93% | 14 |
|
|
2020
Q1 | $675K | Sell |
2,653
-235
| -8% | -$59.8K | 0.68% | 15 |
|
|
2019
Q4 | $848K | Buy |
+2,888
| New | +$848K | 0.8% | 15 |
|