GWANC
Guardian Wealth Advisors (North Carolina)’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22M | Buy |
107,054
+9,853
| +10% | +$2.02M | 1.55% | 14 |
|
|
2025
Q1 | $21.6M | Buy |
97,201
+4,129
| +4% | +$917K | 1.73% | 11 |
|
|
2024
Q4 | $23.3M | Buy |
93,072
+7,776
| +9% | +$1.95M | 1.84% | 10 |
|
|
2024
Q3 | $19.9M | Sell |
85,296
-2,884
| -3% | -$672K | 2.11% | 10 |
|
|
2024
Q2 | $18.6M | Buy |
88,180
+1,691
| +2% | +$356K | 2.17% | 11 |
|
|
2024
Q1 | $14.8M | Sell |
86,489
-389
| -0.4% | -$66.7K | 1.81% | 11 |
|
|
2023
Q4 | $16.7M | Sell |
86,878
-1,520
| -2% | -$293K | 2.54% | 9 |
|
|
2023
Q3 | $15.1M | Sell |
88,398
-1,159
| -1% | -$198K | 2.57% | 8 |
|
|
2023
Q2 | $17.4M | Buy |
89,557
+4,170
| +5% | +$809K | 2.98% | 7 |
|
|
2023
Q1 | $14.1M | Buy |
85,387
+322
| +0.4% | +$53.1K | 2.47% | 10 |
|
|
2022
Q4 | $11.1M | Sell |
85,065
-1,711
| -2% | -$222K | 2.12% | 11 |
|
|
2022
Q3 | $12M | Sell |
86,776
-1,003
| -1% | -$139K | 2.24% | 10 |
|
|
2022
Q2 | $12M | Buy |
87,779
+42,816
| +95% | +$5.85M | 2.19% | 10 |
|
|
2022
Q1 | $7.85M | Buy |
44,963
+2,469
| +6% | +$431K | 3.39% | 6 |
|
|
2021
Q4 | $7.55M | Buy |
+42,494
| New | +$7.55M | 3.24% | 6 |
|