GWAM
Guardian Wealth Advisors (Minnesota)’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $960K | Sell |
1,821
-85
| -4% | -$44.8K | 0.57% | 20 |
|
|
2025
Q1 | $968K | Buy |
1,906
+77
| +4% | +$39.1K | 0.62% | 21 |
|
|
2024
Q4 | $911K | Sell |
1,829
-54
| -3% | -$26.9K | 0.58% | 20 |
|
|
2024
Q3 | $973K | Sell |
1,883
-12
| -0.6% | -$6.2K | 0.6% | 19 |
|
|
2024
Q2 | $845K | Sell |
1,895
-39
| -2% | -$17.4K | 0.55% | 22 |
|
|
2024
Q1 | $823K | Buy |
1,934
+19
| +1% | +$8.08K | 0.53% | 25 |
|
|
2023
Q4 | $843K | Sell |
1,915
-16
| -0.8% | -$7.05K | 0.59% | 20 |
|
|
2023
Q3 | $706K | Sell |
1,931
-23
| -1% | -$8.41K | 0.54% | 25 |
|
|
2023
Q2 | $783K | Buy |
1,954
+43
| +2% | +$17.2K | 0.58% | 23 |
|
|
2023
Q1 | $659K | Buy |
1,911
+175
| +10% | +$60.4K | 0.52% | 27 |
|
|
2022
Q4 | $582K | Buy |
1,736
+22
| +1% | +$7.37K | 0.52% | 27 |
|
|
2022
Q3 | $523K | Buy |
1,714
+26
| +2% | +$7.93K | 0.51% | 29 |
|
|
2022
Q2 | $569K | Buy |
1,688
+79
| +5% | +$26.6K | 0.52% | 30 |
|
|
2022
Q1 | $660K | Sell |
1,609
-17
| -1% | -$6.97K | 0.54% | 26 |
|
|
2021
Q4 | $767K | Buy |
1,626
+16
| +1% | +$7.55K | 0.61% | 23 |
|
|
2021
Q3 | $684K | Sell |
1,610
-29
| -2% | -$12.3K | 0.61% | 25 |
|
|
2021
Q2 | $673K | Sell |
1,639
-31
| -2% | -$12.7K | 0.58% | 26 |
|
|
2021
Q1 | $589K | Sell |
1,670
-18
| -1% | -$6.35K | 0.55% | 33 |
|
|
2020
Q4 | $555K | Buy |
+1,688
| New | +$555K | 0.55% | 31 |
|