Number of Shares
90,879.00
Current Holdings Value*
$20.19 Mil
% of Portfolio
13.17%
Total Estimate Gain
$2.76 Mil
% of Total Estimate Gain
15.94%

Guardian Asset Advisors, LLC's Apple Inc Holding Summary

As of 2025-03-31, Guardian Asset Advisors, LLC held 90,879.00 shares of Apple Inc(AAPL), totaling $20.19 Mil. This investment constitutes 13.17% of their stock portfolio, and Guardian Asset Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q4. And since then Guardian Asset Advisors, LLC has made 2 purchases of AAPL, at an average price of $184.71, for a total of 93,696.00 shares. In addition, there have been 3 sales at an average price of $205.85 for 2,817.00 shares. Based on historical transaction data and AAPL's current price of $214.40, Guardian Asset Advisors, LLC's estimated gain on his AAPL holdings is $2.76 Mil, reflecting a 15.94% gain to date.

Guardian Asset Advisors, LLC AAPL ($214.40) Holding Chart

Guardian Asset Advisors, LLC AAPL ($214.40) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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