GCA
Guardian Capital Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $20.6M | Buy |
91,236
+1,401
| +2% | +$317K | 2.03% | 9 |
|
|
2024
Q2 | $20.9M | Buy |
89,835
+778
| +0.9% | +$181K | 2.23% | 9 |
|
|
2024
Q1 | $15M | Buy |
89,057
+6,245
| +8% | +$1.05M | 1.61% | 13 |
|
|
2023
Q4 | $15.4M | Sell |
82,812
-3,460
| -4% | -$642K | 1.6% | 15 |
|
|
2023
Q3 | $15.5M | Buy |
86,272
+1,356
| +2% | +$244K | 1.74% | 14 |
|
|
2023
Q2 | $16.1M | Sell |
84,916
-2,498
| -3% | -$474K | 1.83% | 15 |
|
|
2023
Q1 | $14M | Sell |
87,414
-1,164
| -1% | -$186K | 1.61% | 18 |
|
|
2022
Q4 | $11.8M | Buy |
88,578
+3,671
| +4% | +$490K | 1.34% | 25 |
|
|
2022
Q3 | $11.7M | Buy |
84,907
+2,740
| +3% | +$379K | 1.47% | 21 |
|
|
2022
Q2 | $12.2M | Sell |
82,167
-2,608
| -3% | -$387K | 1.4% | 23 |
|
|
2022
Q1 | $14.2M | Sell |
84,775
-1,804
| -2% | -$302K | 1.39% | 23 |
|
|
2021
Q4 | $15.2M | Sell |
86,579
-8
| -0% | -$1.4K | 1.46% | 17 |
|
|
2021
Q3 | $12M | Buy |
86,587
+3,795
| +5% | +$528K | 1.25% | 21 |
|
|
2021
Q2 | $11.6M | Buy |
82,792
+9,532
| +13% | +$1.33M | 1.19% | 25 |
|
|
2021
Q1 | $9.67M | Buy |
73,260
+2,953
| +4% | +$390K | 1.1% | 25 |
|
|
2020
Q4 | $9.21M | Sell |
70,307
-760
| -1% | -$99.6K | 1.24% | 26 |
|
|
2020
Q3 | $8.61M | Buy |
71,067
+53,021
| +294% | +$6.43M | 1.32% | 24 |
|
|
2020
Q2 | $5.06M | Buy |
18,046
+225
| +1% | +$63.1K | 0.98% | 33 |
|
|
2020
Q1 | $3.02M | Sell |
17,821
-135
| -0.8% | -$22.8K | 0.73% | 44 |
|
|
2019
Q4 | $5.61M | Sell |
17,956
-2,272
| -11% | -$710K | 0.7% | 45 |
|
|
2019
Q3 | $4.43M | Sell |
20,228
-395
| -2% | -$86.5K | 0.59% | 48 |
|
|
2019
Q2 | $4.22M | Buy |
20,623
+128
| +0.6% | +$26.2K | 0.56% | 50 |
|
|
2019
Q1 | $4.18M | Sell |
20,495
-2,435
| -11% | -$496K | 0.56% | 48 |
|
|
2018
Q4 | $3.44M | Buy |
22,930
+1,336
| +6% | +$200K | 0.5% | 51 |
|
|
2018
Q3 | $4.9M | Sell |
21,594
-125
| -0.6% | -$28.4K | 0.67% | 44 |
|
|
2018
Q2 | $4.15M | Sell |
21,719
-713
| -3% | -$136K | 0.56% | 48 |
|
|
2018
Q1 | $3.92M | Sell |
22,432
-1,025
| -4% | -$179K | 0.55% | 50 |
|
|
2017
Q4 | $4.19M | Buy |
23,457
+173
| +0.7% | +$30.9K | 0.55% | 50 |
|
|
2017
Q3 | $3.64M | Buy |
23,284
+211
| +0.9% | +$33K | 0.5% | 57 |
|
|
2017
Q2 | $3.41M | Sell |
23,073
-1,090
| -5% | -$161K | 0.49% | 58 |
|
|
2017
Q1 | $3.47M | Sell |
24,163
-878
| -4% | -$126K | 0.5% | 54 |
|
|
2016
Q4 | $2.92M | Sell |
25,041
-709
| -3% | -$82.7K | 0.42% | 69 |
|
|
2016
Q3 | $2.83M | Buy |
25,750
+950
| +4% | +$104K | 0.51% | 62 |
|
|
2016
Q2 | $2.29M | Sell |
24,800
-1,577
| -6% | -$146K | 0.43% | 74 |
|
|
2016
Q1 | $2.84M | Sell |
26,377
-2,353
| -8% | -$254K | 0.53% | 62 |
|
|
2015
Q4 | $2.87M | Buy |
28,730
+921
| +3% | +$92.1K | 0.6% | 58 |
|
|
2015
Q3 | $2.95M | Sell |
27,809
-400
| -1% | -$42.5K | 0.61% | 57 |
|
|
2015
Q2 | $3.55M | Buy |
28,209
+1,335
| +5% | +$168K | 0.67% | 53 |
|
|
2015
Q1 | $4.22M | Sell |
26,874
-1,525
| -5% | -$240K | 0.64% | 58 |
|
|
2014
Q4 | $3.7M | Sell |
28,399
-1,355
| -5% | -$177K | 0.6% | 59 |
|
|
2014
Q3 | $3.32M | Sell |
29,754
-648
| -2% | -$72.3K | 0.55% | 61 |
|
|
2014
Q2 | $2.91M | Buy |
30,402
+25,880
| +572% | +$2.48M | 0.51% | 62 |
|
|
2014
Q1 | $2.42M | Sell |
4,522
-595
| -12% | -$319K | 0.46% | 68 |
|
|
2013
Q4 | $2.92M | Sell |
5,117
-84
| -2% | -$47.9K | 0.57% | 58 |
|
|
2013
Q3 | $2.55M | Buy |
+5,201
| New | +$2.55M | 0.54% | 59 |
|