Number of Shares
43,592.00
Current Holdings Value*
$9.47 Mil
% of Portfolio
1.88%
Total Estimate Gain
$12.14 Mil
% of Total Estimate Gain
131.92%

Summit Financial Wealth Advisors, LLC's Garmin Ltd Holding Summary

As of 2025-03-31, Summit Financial Wealth Advisors, LLC held 43,592.00 shares of Garmin Ltd(GRMN), totaling $9.47 Mil. This investment constitutes 1.88% of their stock portfolio, and Summit Financial Wealth Advisors, LLC now holds 0.02% of the outstanding Garmin Ltd(GRMN) stock.

The initial trade took place in 2014Q4. And since then Summit Financial Wealth Advisors, LLC has made 12 purchases of GRMN, at an average price of $76.29, for a total of 120,667.00 shares. In addition, there have been 17 sales at an average price of $146.16 for 77,075.00 shares. Based on historical transaction data and GRMN's current price of $231.34, Summit Financial Wealth Advisors, LLC's estimated gain on his GRMN holdings is $12.14 Mil, reflecting a 131.92% gain to date.

Summit Financial Wealth Advisors, LLC GRMN ($231.34) Holding Chart

Summit Financial Wealth Advisors, LLC GRMN ($231.34) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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