SXL
Summit X LLC’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.9M | Sell |
101,856
-3,139
| -3% | -$644K | 3.9% | 5 |
|
|
2025
Q1 | $23.3M | Sell |
104,995
-6,121
| -6% | -$1.36M | 4.9% | 3 |
|
|
2024
Q4 | $27.8M | Sell |
111,116
-3,259
| -3% | -$816K | 6.17% | 2 |
|
|
2024
Q3 | $24.1M | Sell |
114,375
-6,073
| -5% | -$1.28M | 5.86% | 2 |
|
|
2024
Q2 | $25.5M | Buy |
120,448
+3,913
| +3% | +$830K | 5.73% | 2 |
|
|
2024
Q1 | $20M | Sell |
116,535
-6,149
| -5% | -$1.05M | 5.12% | 2 |
|
|
2023
Q4 | $23.6M | Buy |
122,684
+13
| +0% | +$2.5K | 6.72% | 2 |
|
|
2023
Q3 | $21M | Sell |
122,671
-15,683
| -11% | -$2.69M | 6.67% | 2 |
|
|
2023
Q2 | $26.8M | Sell |
138,354
-1,215
| -0.9% | -$236K | 6.52% | 2 |
|
|
2023
Q1 | $23M | Sell |
139,569
-790
| -0.6% | -$130K | 5.95% | 2 |
|
|
2022
Q4 | $19.2M | Sell |
140,359
-1,435
| -1% | -$196K | 5.55% | 1 |
|
|
2022
Q3 | $19.6M | Buy |
141,794
+1,401
| +1% | +$194K | 5.79% | 2 |
|
|
2022
Q2 | $19.2M | Sell |
140,393
-689
| -0.5% | -$94.2K | 5.55% | 1 |
|
|
2022
Q1 | $24.6M | Sell |
141,082
-674
| -0.5% | -$118K | 6.04% | 1 |
|
|
2021
Q4 | $25.2M | Buy |
141,756
+1,122
| +0.8% | +$199K | 5.86% | 1 |
|
|
2021
Q3 | $19.9M | Sell |
140,634
-813
| -0.6% | -$115K | 5% | 1 |
|
|
2021
Q2 | $19.4M | Buy |
141,447
+449
| +0.3% | +$61.4K | 4.89% | 1 |
|
|
2021
Q1 | $17.2M | Buy |
140,998
+7,335
| +5% | +$895K | 4.72% | 1 |
|
|
2020
Q4 | $17.7M | Sell |
133,663
-22,414
| -14% | -$2.98M | 5.23% | 1 |
|
|
2020
Q3 | $87.3K | Buy |
156,077
+116,095
| +290% | +$65K | 1.43% | 13 |
|
|
2020
Q2 | $14.6M | Buy |
39,982
+1,399
| +4% | +$510K | 5.39% | 2 |
|
|
2020
Q1 | $9.84M | Buy |
38,583
+9,812
| +34% | +$2.5M | 4.59% | 2 |
|
|
2019
Q4 | $8.45M | Sell |
28,771
-1,137
| -4% | -$334K | 3.14% | 3 |
|
|
2019
Q3 | $6.69M | Sell |
29,908
-438
| -1% | -$98K | 2.68% | 4 |
|
|
2019
Q2 | $6.03M | Buy |
30,346
+541
| +2% | +$107K | 2.46% | 5 |
|
|
2019
Q1 | $5.69M | Sell |
29,805
-2,512
| -8% | -$480K | 2.44% | 3 |
|
|
2018
Q4 | $4.64M | Buy |
32,317
+4,508
| +16% | +$648K | 2.68% | 4 |
|
|
2018
Q3 | $6.29M | Sell |
27,809
-2,094
| -7% | -$473K | 3.09% | 2 |
|
|
2018
Q2 | $5.55M | Sell |
29,903
-2,114
| -7% | -$392K | 3.09% | 3 |
|
|
2018
Q1 | $5.37M | Buy |
32,017
+2,384
| +8% | +$400K | 3.22% | 3 |
|
|
2017
Q4 | $5.01M | Buy |
29,633
+1,035
| +4% | +$175K | 3.18% | 4 |
|
|
2017
Q3 | $4.41M | Buy |
28,598
+14,848
| +108% | +$2.29M | 2.93% | 4 |
|
|
2017
Q2 | $1.98M | Buy |
+13,750
| New | +$1.98M | 1.41% | 18 |
|