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

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

In share positions in stocks (listed in the US), from the quarter ended 2023-12-31 to 2024-03-31, SUMMIT FINANCIAL GROUP, INC. opened 4 positions, added to 7, reduced 44, sold out of 0 and left 49 unchanged. The largest increase in value was LLY (+$2,074,954); the largest decrease was AAPL (-$554,793).

LLY: Country of operation United States; Class COM; Shares 2023-12-31 10,499; Shares 2024-03-31 10,534.
JPM: Country of operation United States; Class COM; Shares 2023-12-31 13,381; Shares 2024-03-31 13,531.
KO: Country of operation United States; Class COM; Shares 2023-12-31 51,076; Shares 2024-03-31 51,209.
WMT: Country of operation United States; Class COM; Shares 2023-12-31 4,618; Shares 2024-03-31 13,509.

Two Form 13F-HR filings compared (SEC CIK 811808): 2023-12-31 (filed 2024-01-12) and 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; share change is the position change.

Stock	Country of operation	Class	Shares 2023-12-31	Shares 2024-03-31	Share change	Value 2023-12-31	Value 2024-03-31	Value change
LLY LILLY ELI & CO	United States	COM	10,499	10,534	+35	$6,120,076	$8,195,030	+$2,074,954
JPM JPMORGAN CHASE & CO	United States	COM	13,381	13,531	+150	$2,276,107	$2,710,258	+$434,151
KO COCA COLA CO	United States	COM	51,076	51,209	+133	$3,009,908	$3,132,966	+$123,058
WMT WALMART INC	United States	COM	4,618	13,509	+8,891	$728,027	$812,836	+$84,809
ACN ACCENTURE PLC IRELAND		SHS CLASS A	604	804	+200	$211,949	$278,674	+$66,725
CSCO CISCO SYS INC	United States	COM	32,664	32,861	+197	$1,650,185	$1,640,092	-$10,093
MMM 3M CO	United States	COM	3,206	3,316	+110	$350,479	$351,728	+$1,249

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