Summit Wealth & Retirement Planning’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 | $5.8M | Buy |
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|
2025
Q1 | $6.26M | Sell |
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|
2024
Q4 | $7.07M | Buy |
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|
2024
Q3 | $6.54M | Buy |
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|
2024
Q2 | $4.85M | Sell |
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|
2024
Q1 | $3.99M | Buy |
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|
2023
Q4 | $2.93M | Sell |
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|
2023
Q3 | $2.61M | Buy |
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|
2023
Q2 | $2.66M | Sell |
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|
2023
Q1 | $3.05M | Sell |
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|
2022
Q4 | $2.62M | Sell |
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|
2022
Q3 | $2.9M | Buy |
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|
2022
Q2 | $2.46M | Buy |
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|
2022
Q1 | $3.12M | Sell |
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|
2021
Q4 | $4.34M | Sell |
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|
2021
Q3 | $3.68M | Sell |
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|
2021
Q2 | $3.57M | Sell |
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|
2021
Q1 | $3.63M | Sell |
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|
2020
Q4 | $4.25M | Buy |
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|
2020
Q3 | $3.68M | Buy |
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|
2020
Q2 | $2.82M | Sell |
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|
2020
Q1 | $2.18M | Sell |
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|
2019
Q4 | $2.61M | Buy |
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|
2019
Q3 | $1.92M | Sell |
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|
2019
Q2 | $2.29M | Sell |
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|
2019
Q1 | $2.22M | Buy |
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