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SUMMIT FINANCIAL GROUP, INC. Historic Quarter Change: USA Stocks, Added

SUMMIT FINANCIAL GROUP, INC. historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 1 quarter from 2023-12-31 to 2024-03-31, SUMMIT FINANCIAL GROUP, INC. opened 4 positions, added to 7, reduced 44 and sold out of 0.

  • Q1 2024: Stock LLY; Country of operation United States; Class COM; Shares before 10,499.
  • Q1 2024: Stock JPM; Country of operation United States; Class COM; Shares before 13,381.
  • Q1 2024: Stock KO; Country of operation United States; Class COM; Shares before 51,076.
  • Q1 2024: Stock WMT; Country of operation United States; Class COM; Shares before 4,618.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 811808), 1 quarter: Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-05). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2017-06-30.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2024LLY
LILLY ELI & CO
United StatesCOM10,49910,534+35$6,120,076$8,195,030+$2,074,9542024-04-05
Q1 2024JPM
JPMORGAN CHASE & CO
United StatesCOM13,38113,531+150$2,276,107$2,710,258+$434,1512024-04-05
Q1 2024KO
COCA COLA CO
United StatesCOM51,07651,209+133$3,009,908$3,132,966+$123,0582024-04-05
Q1 2024WMT
WALMART INC
United StatesCOM4,61813,509+8,891$728,027$812,836+$84,8092024-04-05
Q1 2024ACN
ACCENTURE PLC IRELAND
SHS CLASS A604804+200$211,949$278,674+$66,7252024-04-05
Q1 2024CSCO
CISCO SYS INC
United StatesCOM32,66432,861+197$1,650,185$1,640,092-$10,0932024-04-05
Q1 2024MMM
3M CO
United StatesCOM3,2063,316+110$350,479$351,728+$1,2492024-04-05

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