Guardian Financial Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.39M | Sell |
16,526
-620
| -4% | -$127K | 1.52% | 19 |
|
|
2025
Q1 | $3.81M | Buy |
17,146
+2,626
| +18% | +$583K | 1.82% | 20 |
|
|
2024
Q4 | $3.64M | Buy |
14,520
+1,037
| +8% | +$260K | 2.16% | 17 |
|
|
2024
Q3 | $3.14M | Sell |
13,483
-293
| -2% | -$68.3K | 1.96% | 17 |
|
|
2024
Q2 | $2.9M | Buy |
13,776
+145
| +1% | +$30.5K | 1.92% | 17 |
|
|
2024
Q1 | $2.34M | Sell |
13,631
-362
| -3% | -$62.1K | 1.6% | 18 |
|
|
2023
Q4 | $2.69M | Buy |
13,993
+1,417
| +11% | +$273K | 2.21% | 16 |
|
|
2023
Q3 | $2.15M | Buy |
12,576
+8
| +0.1% | +$1.37K | 2.02% | 18 |
|
|
2023
Q2 | $2.44M | Sell |
12,568
-194
| -2% | -$37.6K | 7.09% | 6 |
|
|
2023
Q1 | $2.1M | Sell |
12,762
-132
| -1% | -$21.8K | 2.12% | 12 |
|
|
2022
Q4 | $1.68M | Buy |
12,894
+148
| +1% | +$19.2K | 1.78% | 13 |
|
|
2022
Q3 | $1.76M | Buy |
12,746
+132
| +1% | +$18.2K | 2.04% | 12 |
|
|
2022
Q2 | $1.73M | Sell |
12,614
-2,172
| -15% | -$297K | 1.93% | 10 |
|
|
2022
Q1 | $2.39M | Buy |
14,786
+1,087
| +8% | +$176K | 2.46% | 7 |
|
|
2021
Q4 | $2.43M | Buy |
+13,699
| New | +$2.43M | 2.32% | 6 |
|