Guardian Wealth Management’s Universal Technical Institute UTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.82M | Buy |
142,141
+5,193
| +4% | +$176K | 3.21% | 9 |
|
|
2025
Q1 | $3.52M | Buy |
136,948
+6,804
| +5% | +$175K | 2.35% | 13 |
|
|
2024
Q4 | $3.35M | Buy |
130,144
+43,591
| +50% | +$1.12M | 2.28% | 12 |
|
|
2024
Q3 | $1.41M | Buy |
86,553
+84,964
| +5,347% | +$1.38M | 0.99% | 35 |
|
|
2024
Q2 | $25K | Hold |
1,589
| – | – | 0.02% | 131 |
|
|
2024
Q1 | $25.3K | Hold |
1,589
| – | – | 0.02% | 131 |
|
|
2023
Q4 | $19.9K | Hold |
1,589
| – | – | 0.02% | 138 |
|
|
2023
Q3 | $13.3K | Hold |
1,589
| – | – | 0.01% | 148 |
|
|
2023
Q2 | $11K | Hold |
1,589
| – | – | 0.01% | 154 |
|
|
2023
Q1 | $11.7K | Buy |
1,589
+1,315
| +480% | +$9.71K | 0.01% | 150 |
|
|
2022
Q4 | $1.84K | Buy |
+274
| New | +$1.84K | ﹤0.01% | 220 |
|