Guardian Wealth Management’s P10 PX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.46M Buy
2025
Q1
$1.69M Buy
2024
Q4
$1.72M Buy
2024
Q3
$1.45M Buy
2024
Q2
$1.15M Sell
2024
Q1
$1.14M Buy
2023
Q4
$1.28M Sell
2023
Q3
$1.64M Sell
2023
Q2
$1.66M Buy
2023
Q1
$1.03M Buy
2022
Q4
$957K Sell
2022
Q3
$1.28M Buy
2022
Q2
$1.32M Buy
2022
Q1
$1.25M Buy