ITP
Iron Triangle Partners’s Guardant Health GH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.6M | Sell |
300,000
-300,867
| -50% | -$15.7M | 2.4% | 19 |
|
|
2025
Q1 | $25.6M | Buy |
+600,867
| New | +$25.6M | 4.03% | 11 |
|
|
2022
Q4 | – | Sell |
-487,193
| Closed | -$26.2M | – | 29 |
|
|
2022
Q3 | $26.2M | Sell |
487,193
-503,375
| -51% | -$27.1M | 4.58% | 8 |
|
|
2022
Q2 | $40M | Buy |
990,568
+268,442
| +37% | +$10.8M | 5.18% | 4 |
|
|
2022
Q1 | $47.8M | Buy |
722,126
+281,871
| +64% | +$18.7M | 5.69% | 3 |
|
|
2021
Q4 | $44M | Buy |
440,255
+250,255
| +132% | +$25M | 6.14% | 3 |
|
|
2021
Q3 | $23.8M | Sell |
190,000
-160,000
| -46% | -$20M | 3.41% | 11 |
|
|
2021
Q2 | $43.5M | Buy |
350,000
+250,000
| +250% | +$31M | 4.48% | 11 |
|
|
2021
Q1 | $15.3M | Sell |
100,000
-66,000
| -40% | -$10.1M | 1.94% | 20 |
|
|
2020
Q4 | $21.4M | Hold |
166,000
| – | – | 2.77% | 15 |
|
|
2020
Q3 | $18.6M | Buy |
166,000
+500
| +0.3% | +$55.9K | 4.15% | 12 |
|
|
2020
Q2 | $13.4M | Buy |
165,500
+125,500
| +314% | +$10.2M | 3.38% | 14 |
|
|
2020
Q1 | $2.78M | Sell |
40,000
-104,378
| -72% | -$7.26M | 1.08% | 26 |
|
|
2019
Q4 | $11.3M | Buy |
+144,378
| New | +$11.3M | 2.99% | 16 |
|