Apple shares owned by Guardian Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Guardian Wealth Management
from 13F filings
Historical chart of Guardian Wealth Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Guardian Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Guardian Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 5.2k | 233.00 |
| 2024-06-30 | $1.1M | 5.3k | 210.60 |
| 2024-03-31 | $919k | 5.4k | 171.48 |
| 2023-12-31 | $1.0M | 5.4k | 192.54 |
| 2023-09-30 | $995k | 5.8k | 171.21 |
| 2023-06-30 | $1.1M | 5.8k | 193.98 |
| 2023-03-31 | $954k | 5.8k | 164.89 |
| 2022-12-31 | $748k | 5.8k | 129.94 |
| 2022-09-30 | $796k | 5.8k | 138.27 |
| 2022-06-30 | $741k | 5.4k | 136.67 |
| 2022-03-31 | $946k | 5.4k | 174.67 |
| 2021-12-31 | $989k | 5.6k | 177.62 |
More positions owned by Guardian Wealth Management
View all positions for Guardian Wealth Management