Summit Financial Wealth Advisors, LLC Garmin LTD Transaction History

Summit Financial Wealth Advisors, LLC

$490 Million
Q4 2024

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Garmin LTD stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 71,942 shares of GRMN stock, worth $15.5 Million. This represents 3.03% of its overall portfolio holdings.

Number of Shares

71,942

Previous 74,903 3.95%

Holding current value

$15.5 Million

Previous $13.2 Million 12.56%

% of portfolio

3.03%

Previous 2.61%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$161.91 - $220.77 $479,415 - $653,699	-2,961 Reduced 3.95%	71,942 $14.8 Million
Q3 2024 Nov 13, 2024	BUY	$161.1 - $183.29 $161 - $183	1 Added 0.0%	74,903 $13.2 Million
Q2 2024 Aug 12, 2024	SELL	$139.52 - $170.94 $377,820 - $462,905	-2,708 Reduced 3.49%	74,902 $12.2 Million
Q1 2024 May 02, 2024	SELL	$119.49 - $148.87 $126,181 - $157,206	-1,056 Reduced 1.34%	77,610 $11.6 Million
Q4 2023 Jan 19, 2024	SELL	$99.71 - $128.91 $167,911 - $217,084	-1,684 Reduced 2.1%	78,666 $10.1 Million
Q3 2023 Nov 13, 2023	SELL	$101.55 - $107.73 $493,126 - $523,136	-4,856 Reduced 5.7%	80,350 $8.45 Million
Q2 2023 Jul 12, 2023	SELL	$95.2 - $107.57 $217,912 - $246,227	-2,289 Reduced 2.62%	85,206 $8.89 Million
Q1 2023 Apr 10, 2023	BUY	$93.61 - $102.98 $355,998 - $391,632	3,803 Added 4.54%	87,495 $8.83 Million
Q4 2022 Jan 17, 2023	BUY	$78.5 - $96.87 $15,700 - $19,374	200 Added 0.24%	83,692 $0
Q3 2022 Oct 28, 2022	SELL	$80.31 - $107.89 $13,010 - $17,478	-162 Reduced 0.19%	83,492 $7.18 Million
Q2 2022 Jul 26, 2022	BUY	$92.78 - $118.75 $250,042 - $320,031	2,695 Added 3.33%	83,654 $8.71 Million
Q1 2022 May 06, 2022	BUY	$108.64 - $133.57 $2.79 Million - $3.43 Million	25,675 Added 46.44%	80,959 $9.6 Million
Q4 2021 Jan 12, 2022	BUY	$129.31 - $165.15 $426,076 - $544,169	3,295 Added 6.34%	55,284 $7.38 Million
Q3 2021 Nov 05, 2021	BUY	$146.09 - $178.38 $20,598 - $25,151	141 Added 0.27%	51,989 $8.08 Million
Q2 2021 Aug 09, 2021	SELL	$132.51 - $145.38 $39,620 - $43,468	-299 Reduced 0.57%	51,848 $7.5 Million
Q1 2021 Apr 23, 2021	SELL	$114.86 - $132.48 $134,730 - $155,399	-1,173 Reduced 2.2%	52,147 $6.24 Million
Q4 2020 Jan 11, 2021	BUY	$94.68 - $122.85 $64,193 - $83,292	678 Added 1.29%	53,320 $5.06 Million
Q3 2020 Nov 09, 2020	SELL	$92.68 - $105.81 $852,285 - $973,028	-9,196 Reduced 14.87%	52,642 $5.79 Million
Q2 2020 Jul 16, 2020	BUY	$71.41 - $99.3 $51,486 - $71,595	721 Added 1.18%	61,838 $6.07 Million
Q1 2020 Apr 29, 2020	SELL	$63.63 - $103.67 $490,523 - $799,192	-7,709 Reduced 11.2%	61,117 $4.61 Million
Q4 2019 Jan 28, 2020	SELL	$82.9 - $98.68 $390,127 - $464,388	-4,706 Reduced 6.4%	68,826 $6.78 Million
Q3 2019 Nov 05, 2019	BUY	$75.35 - $85.93 $188,299 - $214,739	2,499 Added 3.52%	73,532 $6.4 Million
Q2 2019 Jul 16, 2019	SELL	$76.38 - $89.1 $572,086 - $667,359	-7,490 Reduced 9.54%	71,033 $5.67 Million
Q1 2019 May 01, 2019	SELL	$61.39 - $86.35 $126,831 - $178,399	-2,066 Reduced 2.56%	78,523 $6.95 Million
Q4 2018 Feb 01, 2019	BUY	$60.55 - $69.85 $156,037 - $180,003	2,577 Added 3.3%	80,589 $5.1 Million
Q3 2018 Oct 22, 2018	BUY	$60.58 - $70.05 $302,354 - $349,619	4,991 Added 6.84%	78,012 $4.85 Million
Q1 2018 Apr 09, 2018	BUY	$57.68 - $65.21 $1.66 Million - $1.87 Million	28,721 Added 64.83%	73,021 $4.3 Million
Q1 2018 Apr 06, 2018	SELL	$57.68 - $65.21 $1.41 Million - $1.6 Million	-24,502 Reduced 35.61%	44,300 $2.61 Million
Q4 2017 Feb 05, 2018	BUY	$53.83 - $62.92 $313,075 - $365,942	5,816 Added 9.23%	68,802 $4.1 Million
Q3 2017 Nov 06, 2017	BUY	$49.99 - $54.04 $264,797 - $286,249	5,297 Added 9.18%	62,986 $3.4 Million
Q2 2017 Aug 14, 2017	BUY	N/A	57,689	57,689 $2.94 Million

Others Institutions Holding GRMN

# of Institutions

996

Shares Held

104M

Call Options Held

675K

Put Options Held

742K

View Full List

About GARMIN LTD

Ticker GRMN
Exchange NYSE
Sector Technology
Industry Scientific & Technical Instruments
Shares Outstandng 191,664,000
Market Cap $41.3B
Description
Garmin Ltd. designs, develops, manufactures, markets, and distributes a range of wireless devices in the Americas, the Asia Pacific, Australian Continent, Europe, the Middle East, and Africa. Its Fitness segment offers running and multi-sport watches; cycling products; activity tracking and smartwatch devices; and fitness and cycling accessories...

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Summit Financial Wealth Advisors, LLC Garmin LTD Transaction History