GWAM
Guardian Wealth Advisors (Minnesota)’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $564K | Sell |
2,751
-840
| -23% | -$172K | 0.33% | 36 |
|
|
2025
Q1 | $798K | Sell |
3,591
-10
| -0.3% | -$2.22K | 0.51% | 27 |
|
|
2024
Q4 | $902K | Sell |
3,601
-123
| -3% | -$30.8K | 0.58% | 21 |
|
|
2024
Q3 | $868K | Buy |
3,724
+358
| +11% | +$83.4K | 0.54% | 25 |
|
|
2024
Q2 | $709K | Sell |
3,366
-41
| -1% | -$8.64K | 0.46% | 30 |
|
|
2024
Q1 | $584K | Sell |
3,407
-407
| -11% | -$69.8K | 0.38% | 43 |
|
|
2023
Q4 | $734K | Buy |
3,814
+200
| +6% | +$38.5K | 0.51% | 25 |
|
|
2023
Q3 | $619K | Sell |
3,614
-71
| -2% | -$12.2K | 0.47% | 27 |
|
|
2023
Q2 | $715K | Sell |
3,685
-246
| -6% | -$47.7K | 0.53% | 28 |
|
|
2023
Q1 | $648K | Sell |
3,931
-35
| -0.9% | -$5.77K | 0.51% | 28 |
|
|
2022
Q4 | $515K | Sell |
3,966
-266
| -6% | -$34.6K | 0.46% | 35 |
|
|
2022
Q3 | $585K | Hold |
4,232
| – | – | 0.57% | 27 |
|
|
2022
Q2 | $579K | Sell |
4,232
-35
| -0.8% | -$4.79K | 0.53% | 28 |
|
|
2022
Q1 | $745K | Sell |
4,267
-35
| -0.8% | -$6.11K | 0.61% | 24 |
|
|
2021
Q4 | $764K | Buy |
4,302
+1
| +0% | +$178 | 0.61% | 25 |
|
|
2021
Q3 | $609K | Sell |
4,301
-300
| -7% | -$42.5K | 0.54% | 28 |
|
|
2021
Q2 | $630K | Sell |
4,601
-25
| -0.5% | -$3.42K | 0.55% | 27 |
|
|
2021
Q1 | $565K | Sell |
4,626
-20
| -0.4% | -$2.44K | 0.52% | 34 |
|
|
2020
Q4 | $616K | Buy |
+4,646
| New | +$616K | 0.61% | 27 |
|