Vance Wealth’s Summit Therapeutics SMMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $424K | Buy |
19,915
+8
| +0% | +$170 | 0.14% | 74 |
|
|
2025
Q1 | $384K | Buy |
19,907
+11
| +0.1% | +$212 | 0.14% | 74 |
|
|
2024
Q4 | $355K | Buy |
19,896
+11
| +0.1% | +$196 | 0.14% | 71 |
|
|
2024
Q3 | $435K | Sell |
19,885
-19,381
| -49% | -$424K | 0.16% | 62 |
|
|
2024
Q2 | $306K | Hold |
39,266
| – | – | 0.13% | 73 |
|
|
2024
Q1 | $163K | Hold |
39,266
| – | – | 0.06% | 91 |
|
|
2023
Q4 | $102K | Hold |
39,266
| – | – | 0.04% | 81 |
|
|
2023
Q3 | $73.4K | Hold |
39,266
| – | – | 0.03% | 79 |
|
|
2023
Q2 | $98.6K | Hold |
39,266
| – | – | 0.04% | 79 |
|
|
2023
Q1 | $68.7K | Buy |
39,266
+25,967
| +195% | +$45.4K | 0.04% | 71 |
|
|
2022
Q4 | $56.5K | Hold |
13,299
| – | – | 0.04% | 72 |
|
|
2022
Q3 | $16K | Hold |
13,299
| – | – | 0.01% | 64 |
|
|
2022
Q2 | $13K | Hold |
13,299
| – | – | 0.01% | 61 |
|
|
2022
Q1 | $33K | Buy |
13,299
+1,000
| +8% | +$2.48K | 0.04% | 56 |
|
|
2021
Q4 | $33K | Buy |
+12,299
| New | +$33K | 0.03% | 61 |
|