GWM
LSXMK
Guardian Wealth Management’s Liberty Media Corporation Series C Liberty SiriusXM Common Stock LSXMK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-33,908
| Closed | -$751K | – | 252 |
|
|
2024
Q2 | $751K | Sell |
33,908
-4,303
| -11% | -$95.4K | 0.57% | 47 |
|
|
2024
Q1 | $1.14M | Buy |
38,211
+580
| +2% | +$17.2K | 0.87% | 39 |
|
|
2023
Q4 | $1.08M | Sell |
37,631
-4,689
| -11% | -$135K | 0.92% | 41 |
|
|
2023
Q3 | $1.08M | Sell |
42,320
-176
| -0.4% | -$4.48K | 1.01% | 39 |
|
|
2023
Q2 | $1.39M | Buy |
42,496
+1,606
| +4% | +$52.6K | 1.27% | 33 |
|
|
2023
Q1 | $1.14M | Buy |
40,890
+3,765
| +10% | +$105K | 1.1% | 38 |
|
|
2022
Q4 | $1.45M | Sell |
37,125
-505
| -1% | -$19.8K | 1.43% | 27 |
|
|
2022
Q3 | $1.42M | Buy |
37,630
+1,378
| +4% | +$52K | 1.61% | 25 |
|
|
2022
Q2 | $1.31M | Buy |
36,252
+3,465
| +11% | +$125K | 1.41% | 31 |
|
|
2022
Q1 | $1.5M | Buy |
32,787
+1,257
| +4% | +$57.5K | 1.49% | 27 |
|
|
2021
Q4 | $1.6M | Buy |
+31,530
| New | +$1.6M | 1.54% | 27 |
|