GIM
Guardian Investment Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.1M | Sell |
78,618
-10,122
| -11% | -$2.08M | 16.23% | 1 |
|
|
2025
Q1 | $19.7M | Sell |
88,740
-7,129
| -7% | -$1.58M | 16.59% | 1 |
|
|
2024
Q4 | $24M | Sell |
95,869
-2,860
| -3% | -$716K | 17.13% | 1 |
|
|
2024
Q3 | $23M | Buy |
98,729
+6,647
| +7% | +$1.55M | 19.81% | 1 |
|
|
2024
Q2 | $19.4M | Sell |
92,082
-9,271
| -9% | -$1.95M | 13.88% | 1 |
|
|
2024
Q1 | $17.4M | Sell |
101,353
-16,354
| -14% | -$2.8M | 13.98% | 1 |
|
|
2023
Q4 | $22.7M | Sell |
117,707
-385
| -0.3% | -$74.1K | 19.09% | 1 |
|
|
2023
Q3 | $20.2M | Sell |
118,092
-50
| -0% | -$8.56K | 18.37% | 1 |
|
|
2023
Q2 | $22.9M | Sell |
118,142
-13,699
| -10% | -$2.66M | 19.5% | 1 |
|
|
2023
Q1 | $15.4M | Buy |
131,841
+13,373
| +11% | +$1.56M | 11.54% | 1 |
|
|
2022
Q4 | $15.4M | Sell |
118,468
-65
| -0.1% | -$8.45K | 14.54% | 1 |
|
|
2022
Q3 | $16.4M | Sell |
118,533
-1,260
| -1% | -$174K | 16.6% | 1 |
|
|
2022
Q2 | $16.4M | Buy |
119,793
+27,482
| +30% | +$3.76M | 14.25% | 1 |
|
|
2022
Q1 | $16.1M | Sell |
92,311
-23,482
| -20% | -$4.09M | 12.48% | 1 |
|
|
2021
Q4 | $20.6M | Buy |
115,793
+362
| +0.3% | +$64.3K | 14.3% | 1 |
|
|
2021
Q3 | $16.3M | Buy |
115,431
+102,090
| +765% | +$14.4M | 12.05% | 1 |
|
|
2021
Q2 | $18M | Sell |
13,341
-18,500
| -58% | -$24.9M | 12.3% | 1 |
|
|
2021
Q1 | $16.1M | Sell |
31,841
-100,000
| -76% | -$50.6M | 11.44% | 1 |
|
|
2020
Q4 | $17.5M | Buy |
131,841
+39,530
| +43% | +$5.25M | 13.27% | 1 |
|
|
2020
Q3 | $10.7M | Buy |
92,311
+59,121
| +178% | +$6.85M | 9.32% | 1 |
|
|
2020
Q2 | $12.1M | Sell |
33,190
-500
| -1% | -$182K | 10.97% | 1 |
|
|
2020
Q1 | $8.57M | Sell |
33,690
-350
| -1% | -$89K | 8.78% | 1 |
|
|
2019
Q4 | $10M | Hold |
34,040
| – | – | 7.94% | 1 |
|
|
2019
Q3 | $7.62M | Buy |
34,040
+877
| +3% | +$196K | 6.77% | 1 |
|
|
2019
Q2 | $6.56M | Sell |
33,163
-484
| -1% | -$95.8K | 5.71% | 1 |
|
|
2019
Q1 | $6.39M | Sell |
33,647
-1,300
| -4% | -$247K | 5.53% | 1 |
|
|
2018
Q4 | $5.51M | Buy |
34,947
+1,265
| +4% | +$200K | 5.09% | 2 |
|
|
2018
Q3 | $7.6M | Sell |
33,682
-350
| -1% | -$79K | 6.69% | 1 |
|
|
2018
Q2 | $6.21M | Buy |
34,032
+2,800
| +9% | +$511K | 5.93% | 1 |
|
|
2018
Q1 | $5.24M | Sell |
31,232
-185
| -0.6% | -$31K | 5.59% | 2 |
|
|
2017
Q4 | $5.32M | Buy |
31,417
+190
| +0.6% | +$32.1K | 5.61% | 1 |
|
|
2017
Q3 | $4.81M | Buy |
31,227
+868
| +3% | +$134K | 5.32% | 1 |
|
|
2017
Q2 | $4.5M | Sell |
30,359
-1,268
| -4% | -$188K | 4.97% | 2 |
|
|
2017
Q1 | $4.54M | Sell |
31,627
-5,000
| -14% | -$718K | 4.94% | 2 |
|
|
2016
Q4 | $4.24M | Buy |
36,627
+1,872
| +5% | +$217K | 4.9% | 3 |
|
|
2016
Q3 | $3.32M | Hold |
34,755
| – | – | 3.7% | 8 |
|
|
2016
Q2 | $3.32M | Buy |
34,755
+623
| +2% | +$59.5K | 3.7% | 8 |
|
|
2016
Q1 | $3.72M | Sell |
34,132
-1,535
| -4% | -$167K | 4.26% | 5 |
|
|
2015
Q4 | $3.75M | Buy |
35,667
+667
| +2% | +$70.2K | 4.03% | 6 |
|
|
2015
Q3 | $4.48M | Buy |
35,000
+20,000
| +133% | +$2.56M | 4.96% | 3 |
|
|
2015
Q2 | $1.9M | Hold |
15,000
| – | – | 2.12% | 15 |
|
|
2015
Q1 | $1.92M | Hold |
15,000
| – | – | 2.13% | 14 |
|
|
2014
Q4 | $1.66M | Buy |
+15,000
| New | +$1.66M | 1.75% | 20 |
|
|
2014
Q3 | – | Sell |
-10,000
| Closed | -$923K | – | 56 |
|
|
2014
Q2 | $923K | Buy |
+10,000
| New | +$923K | 1.01% | 44 |
|