Guardian Capital Advisors (Canada)’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $20.6M | Buy |
91,236
+1,401
| +2% | +$313K | 2.03% | 9 |
|
|
2024
Q2 | $20.9M | Buy |
89,835
+778
| +0.9% | +$145K | 2.23% | 9 |
|
|
2024
Q1 | $15M | Buy |
89,057
+6,245
| +8% | +$1.14M | 1.61% | 13 |
|
|
2023
Q4 | $15.4M | Sell |
82,812
-3,460
| -4% | -$639K | 1.6% | 15 |
|
|
2023
Q3 | $15.5M | Buy |
86,272
+1,356
| +2% | +$249K | 1.74% | 14 |
|
|
2023
Q2 | $16.1M | Sell |
84,916
-2,498
| -3% | -$435K | 1.83% | 15 |
|
|
2023
Q1 | $14M | Sell |
87,414
-1,164
| -1% | -$172K | 1.61% | 18 |
|
|
2022
Q4 | $11.8M | Buy |
88,578
+3,671
| +4% | +$525K | 1.34% | 25 |
|
|
2022
Q3 | $11.7M | Buy |
84,907
+2,740
| +3% | +$430K | 1.47% | 21 |
|
|
2022
Q2 | $12.2M | Sell |
82,167
-2,608
| -3% | -$395K | 1.4% | 23 |
|
|
2022
Q1 | $14.2M | Sell |
84,775
-1,804
| -2% | -$303K | 1.39% | 23 |
|
|
2021
Q4 | $15.2M | Sell |
86,579
-8
| -0% | -$1.26K | 1.46% | 17 |
|
|
2021
Q3 | $12M | Buy |
86,587
+3,795
| +5% | +$559K | 1.25% | 21 |
|
|
2021
Q2 | $11.6M | Buy |
82,792
+9,532
| +13% | +$1.24M | 1.19% | 25 |
|
|
2021
Q1 | $9.67M | Buy |
73,260
+2,953
| +4% | +$379K | 1.1% | 25 |
|
|
2020
Q4 | $9.21M | Sell |
70,307
-760
| -1% | -$91.4K | 1.24% | 26 |
|
|
2020
Q3 | $8.61M | Sell |
71,067
-1,117
| -2% | -$122K | 1.32% | 24 |
|
|
2020
Q2 | $5.06M | Buy |
72,184
+900
| +1% | +$69.7K | 0.98% | 33 |
|
|
2020
Q1 | $3.02M | Sell |
71,284
-540
| -0.8% | -$39.7K | 0.73% | 44 |
|
|
2019
Q4 | $5.61M | Sell |
71,824
-9,088
| -11% | -$585K | 0.7% | 45 |
|
|
2019
Q3 | $4.43M | Sell |
80,912
-1,580
| -2% | -$82.6K | 0.59% | 48 |
|
|
2019
Q2 | $4.21M | Buy |
82,492
+512
| +0.6% | +$24.9K | 0.56% | 50 |
|
|
2019
Q1 | $4.18M | Sell |
81,980
-9,740
| -11% | -$413K | 0.56% | 48 |
|
|
2018
Q4 | $3.44M | Buy |
91,720
+5,344
| +6% | +$259K | 0.5% | 51 |
|
|
2018
Q3 | $4.9M | Sell |
86,376
-500
| -0.6% | -$26K | 0.67% | 44 |
|
|
2018
Q2 | $4.15M | Sell |
86,876
-2,852
| -3% | -$129K | 0.56% | 48 |
|
|
2018
Q1 | $3.92M | Sell |
89,728
-4,100
| -4% | -$177K | 0.55% | 50 |
|
|
2017
Q4 | $4.19M | Buy |
93,828
+692
| +0.7% | +$28.9K | 0.55% | 50 |
|
|
2017
Q3 | $3.64M | Buy |
93,136
+844
| +0.9% | +$32.7K | 0.5% | 57 |
|
|
2017
Q2 | $3.41M | Sell |
92,292
-4,360
| -5% | -$161K | 0.49% | 58 |
|
|
2017
Q1 | $3.47M | Sell |
96,652
-3,512
| -4% | -$116K | 0.5% | 54 |
|
|
2016
Q4 | $2.92M | Sell |
100,164
-2,836
| -3% | -$80.4K | 0.42% | 69 |
|
|
2016
Q3 | $2.83M | Buy |
103,000
+3,800
| +4% | +$101K | 0.51% | 62 |
|
|
2016
Q2 | $2.29M | Sell |
99,200
-6,308
| -6% | -$157K | 0.43% | 74 |
|
|
2016
Q1 | $2.84M | Sell |
105,508
-9,412
| -8% | -$235K | 0.53% | 62 |
|
|
2015
Q4 | $2.87M | Buy |
114,920
+3,684
| +3% | +$105K | 0.6% | 58 |
|
|
2015
Q3 | $2.95M | Sell |
111,236
-1,600
| -1% | -$46.9K | 0.61% | 57 |
|
|
2015
Q2 | $3.55M | Buy |
112,836
+5,340
| +5% | +$171K | 0.67% | 53 |
|
|
2015
Q1 | $4.22M | Sell |
107,496
-6,100
| -5% | -$184K | 0.64% | 58 |
|
|
2014
Q4 | $3.7M | Sell |
113,596
-5,420
| -5% | -$147K | 0.6% | 59 |
|
|
2014
Q3 | $3.32M | Sell |
119,016
-2,592
| -2% | -$63.6K | 0.55% | 61 |
|
|
2014
Q2 | $2.91M | Sell |
121,608
-5,008
| -4% | -$107K | 0.51% | 62 |
|
|
2014
Q1 | $2.42M | Sell |
126,616
-16,660
| -12% | -$317K | 0.46% | 68 |
|
|
2013
Q4 | $2.92M | Sell |
143,276
-2,352
| -2% | -$44.4K | 0.57% | 58 |
|
|
2013
Q3 | $2.55M | Buy |
+145,628
| New | +$2.41M | 0.54% | 59 |
|
Other funds holding AAPL
