Summit Wealth Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.99M | Sell |
19,426
-221
| -1% | -$45.3K | 0.76% | 34 |
|
|
2025
Q1 | $4.36M | Sell |
19,647
-356
| -2% | -$79.1K | 0.89% | 25 |
|
|
2024
Q4 | $5.01M | Sell |
20,003
-30
| -0.1% | -$7.51K | 1.03% | 24 |
|
|
2024
Q3 | $4.67M | Buy |
20,033
+130
| +0.7% | +$30.3K | 0.9% | 25 |
|
|
2024
Q2 | $4.19M | Buy |
19,903
+920
| +5% | +$194K | 0.87% | 30 |
|
|
2024
Q1 | $3.26M | Sell |
18,983
-341
| -2% | -$58.5K | 0.69% | 35 |
|
|
2023
Q4 | $3.72M | Buy |
19,324
+93
| +0.5% | +$17.9K | 0.86% | 28 |
|
|
2023
Q3 | $3.29M | Buy |
19,231
+529
| +3% | +$90.6K | 0.84% | 29 |
|
|
2023
Q2 | $3.63M | Sell |
18,702
-242
| -1% | -$46.9K | 0.91% | 28 |
|
|
2023
Q1 | $3.12M | Buy |
18,944
+371
| +2% | +$61.2K | 0.8% | 29 |
|
|
2022
Q4 | $2.41M | Sell |
18,573
-112
| -0.6% | -$14.6K | 0.64% | 37 |
|
|
2022
Q3 | $2.58M | Sell |
18,685
-232
| -1% | -$32.1K | 0.73% | 36 |
|
|
2022
Q2 | $2.59M | Buy |
18,917
+3,916
| +26% | +$535K | 0.69% | 33 |
|
|
2022
Q1 | $2.62M | Buy |
15,001
+353
| +2% | +$61.6K | 0.59% | 32 |
|
|
2021
Q4 | $2.6M | Buy |
14,648
+483
| +3% | +$85.8K | 0.56% | 32 |
|
|
2021
Q3 | $2M | Buy |
14,165
+1,046
| +8% | +$148K | 0.47% | 33 |
|
|
2021
Q2 | $1.8M | Sell |
13,119
-42
| -0.3% | -$5.75K | 0.43% | 35 |
|
|
2021
Q1 | $1.61M | Buy |
13,161
+62
| +0.5% | +$7.57K | 0.41% | 39 |
|
|
2020
Q4 | $1.74M | Buy |
13,099
+42
| +0.3% | +$5.57K | 0.47% | 32 |
|
|
2020
Q3 | $1.51M | Buy |
13,057
+141
| +1% | +$16.3K | 0.45% | 39 |
|
|
2020
Q2 | $1.18M | Buy |
12,916
+1,308
| +11% | +$119K | 0.38% | 49 |
|
|
2020
Q1 | $738K | Buy |
11,608
+5,008
| +76% | +$318K | 0.3% | 52 |
|
|
2019
Q4 | $484K | Buy |
+6,600
| New | +$484K | 0.17% | 65 |
|