Guardian Wealth Advisors (Minnesota)’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $564K | Sell |
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|
2025
Q1 | $798K | Sell |
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|
2024
Q4 | $902K | Sell |
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|
2024
Q3 | $868K | Buy |
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|
2024
Q2 | $709K | Sell |
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|
2024
Q1 | $584K | Sell |
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|
2023
Q4 | $734K | Buy |
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|
2023
Q3 | $619K | Sell |
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|
2023
Q2 | $715K | Sell |
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|
2023
Q1 | $648K | Sell |
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|
2022
Q4 | $515K | Sell |
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|
2022
Q3 | $585K | Hold |
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|
2022
Q2 | $579K | Sell |
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|
2022
Q1 | $745K | Sell |
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|
2021
Q4 | $764K | Buy |
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|
2021
Q3 | $609K | Sell |
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|
2021
Q2 | $630K | Sell |
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|
2021
Q1 | $565K | Sell |
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|
2020
Q4 | $616K | Buy |
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