GWA
GGM Wealth Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $235K | Hold |
490
| – | – | 0.13% | 117 |
|
|
2024
Q4 | $244K | Hold |
490
| – | – | 0.13% | 123 |
|
|
2024
Q3 | $253K | Hold |
490
| – | – | 0.11% | 125 |
|
|
2024
Q2 | $219K | Hold |
490
| – | – | 0.1% | 128 |
|
|
2024
Q1 | $213K | Sell |
490
-1,700
| -78% | -$740K | 0.1% | 122 |
|
|
2023
Q4 | $978K | Hold |
2,190
| – | – | 0.4% | 49 |
|
|
2023
Q3 | $800K | Hold |
2,190
| – | – | 0.35% | 54 |
|
|
2023
Q2 | $868K | Buy |
+2,190
| New | +$868K | 0.35% | 51 |
|
|
2023
Q1 | – | Sell |
-2,190
| Closed | -$762K | – | 118 |
|
|
2022
Q4 | $762K | Hold |
2,190
| – | – | 0.39% | 49 |
|
|
2022
Q3 | $683K | Hold |
2,190
| – | – | 0.37% | 54 |
|
|
2022
Q2 | $757K | Hold |
2,190
| – | – | 0.42% | 50 |
|
|
2022
Q1 | $865K | Buy |
+2,190
| New | +$865K | 0.43% | 50 |
|