Apple shares owned by Guardian Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Guardian Wealth Advisors
from 13F filings
Historical chart of Guardian Wealth Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Guardian Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Apple by Guardian Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $868k | 3.7k | 233.00 |
2024-06-30 | $709k | 3.4k | 210.62 |
2024-03-31 | $584k | 3.4k | 171.48 |
2023-12-31 | $734k | 3.8k | 192.51 |
2023-09-30 | $619k | 3.6k | 171.23 |
2023-06-30 | $715k | 3.7k | 193.98 |
2023-03-31 | $859k | 5.2k | 164.89 |
2022-12-31 | $515k | 4.0k | 129.93 |
2022-09-30 | $585k | 4.2k | 138.23 |
2022-06-30 | $579k | 4.2k | 136.81 |
2022-03-31 | $745k | 4.3k | 174.60 |
2021-12-31 | $764k | 4.3k | 177.59 |
2021-09-30 | $609k | 4.3k | 141.60 |
2021-06-30 | $630k | 4.6k | 136.93 |
2021-03-31 | $37M | 303k | 122.15 |
2020-12-31 | $616k | 4.6k | 132.59 |