GWM
Guardian Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
5,114
-40
| -0.8% | -$8.21K | 0.7% | 43 |
|
|
2025
Q1 | $1.15M | Sell |
5,154
-83
| -2% | -$18.4K | 0.76% | 45 |
|
|
2024
Q4 | $1.31M | Buy |
5,237
+5
| +0.1% | +$1.25K | 0.89% | 40 |
|
|
2024
Q3 | $1.22M | Sell |
5,232
-100
| -2% | -$23.3K | 0.86% | 40 |
|
|
2024
Q2 | $1.12M | Sell |
5,332
-24
| -0.4% | -$5.05K | 0.86% | 39 |
|
|
2024
Q1 | $918K | Sell |
5,356
-19
| -0.4% | -$3.26K | 0.71% | 42 |
|
|
2023
Q4 | $1.03M | Sell |
5,375
-437
| -8% | -$84.1K | 0.87% | 43 |
|
|
2023
Q3 | $995K | Buy |
5,812
+23
| +0.4% | +$3.94K | 0.93% | 41 |
|
|
2023
Q2 | $1.12M | Buy |
5,789
+5
| +0.1% | +$970 | 1.03% | 41 |
|
|
2023
Q1 | $954K | Buy |
5,784
+27
| +0.5% | +$4.45K | 0.92% | 44 |
|
|
2022
Q4 | $748K | Hold |
5,757
| – | – | 0.74% | 47 |
|
|
2022
Q3 | $796K | Buy |
5,757
+335
| +6% | +$46.3K | 0.9% | 45 |
|
|
2022
Q2 | $741K | Buy |
5,422
+6
| +0.1% | +$820 | 0.8% | 50 |
|
|
2022
Q1 | $946K | Sell |
5,416
-152
| -3% | -$26.5K | 0.94% | 45 |
|
|
2021
Q4 | $989K | Buy |
+5,568
| New | +$989K | 0.95% | 46 |
|