Guardian Wealth Management’s P10 PX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46M | Buy |
240,795
+96,593
| +67% | +$987K | 1.64% | 25 |
|
|
2025
Q1 | $1.69M | Buy |
144,202
+8,180
| +6% | +$96.1K | 1.13% | 36 |
|
|
2024
Q4 | $1.72M | Buy |
136,022
+375
| +0.3% | +$4.73K | 1.17% | 31 |
|
|
2024
Q3 | $1.45M | Buy |
135,647
+210
| +0.2% | +$2.25K | 1.02% | 34 |
|
|
2024
Q2 | $1.15M | Sell |
135,437
-400
| -0.3% | -$3.39K | 0.88% | 37 |
|
|
2024
Q1 | $1.14M | Buy |
135,837
+10,518
| +8% | +$88.6K | 0.88% | 38 |
|
|
2023
Q4 | $1.28M | Sell |
125,319
-15,857
| -11% | -$162K | 1.08% | 37 |
|
|
2023
Q3 | $1.64M | Sell |
141,176
-5,403
| -4% | -$62.9K | 1.54% | 28 |
|
|
2023
Q2 | $1.66M | Buy |
146,579
+45,102
| +44% | +$510K | 1.51% | 28 |
|
|
2023
Q1 | $1.03M | Buy |
101,477
+11,743
| +13% | +$119K | 0.99% | 42 |
|
|
2022
Q4 | $957K | Sell |
89,734
-32,460
| -27% | -$346K | 0.94% | 43 |
|
|
2022
Q3 | $1.29M | Buy |
122,194
+3,207
| +3% | +$33.7K | 1.45% | 28 |
|
|
2022
Q2 | $1.32M | Buy |
118,987
+16,190
| +16% | +$180K | 1.42% | 29 |
|
|
2022
Q1 | $1.25M | Buy |
+102,797
| New | +$1.25M | 1.24% | 35 |
|