Summit Wealth Group, LLC's ownership history for AAPL

Summit Wealth Group, LLC currently holds 18.8K shares with a market value of $4.8M. It started holding AAPL on 2024-09-30. At its peak, it held 25.3K shares on 2024-09-30. Its highest holding value was $5.3M on 2025-12-31. At its lowest, it held 18.8K shares on 2026-03-31, with a value of $3.9K on 2025-06-30. In the recent 180 days, Summit Wealth Group, LLC has decreased its shares by 181. In the recent year, Summit Wealth Group, LLC has decreased its shares by 1.6K.