Summit Wealth Group’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 | $3.92M | Sell |
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|
2025
Q1 | $4.52M | Sell |
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|
2024
Q4 | $5.26M | Sell |
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|
2024
Q3 | $5.89M | Sell |
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|
2024
Q2 | $5.35M | Sell |
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|
2024
Q1 | $6.64M | Sell |
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|
2023
Q4 | $7.79M | Sell |
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|
2023
Q3 | $7.01M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $42K | Buy |
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|
2022
Q4 | $5.56M | Buy |
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|
2022
Q3 | $5.64M | Sell |
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|
2022
Q2 | $7.86M | Sell |
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|
2022
Q1 | $10M | Buy |
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|
2021
Q4 | $5.58M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.64M | Buy |
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|
2020
Q3 | $1.42M | Buy |
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|
2020
Q2 | $1.02M | Buy |
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|
2020
Q1 | $675K | Sell |
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|
2019
Q4 | $848K | Buy |
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