Guardian Wealth Advisors (Minnesota)’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $957K | Buy |
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|
2025
Q3 | $872K | Sell |
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|
2025
Q2 | $960K | Sell |
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|
2025
Q1 | $968K | Buy |
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|
2024
Q4 | $911K | Sell |
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|
2024
Q3 | $973K | Sell |
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|
2024
Q2 | $845K | Sell |
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|
2024
Q1 | $823K | Buy |
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|
2023
Q4 | $843K | Sell |
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|
2023
Q3 | $706K | Sell |
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|
2023
Q2 | $783K | Buy |
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|
2023
Q1 | $659K | Buy |
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|
2022
Q4 | $582K | Buy |
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|
2022
Q3 | $523K | Buy |
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|
2022
Q2 | $569K | Buy |
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|
2022
Q1 | $660K | Sell |
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|
2021
Q4 | $767K | Buy |
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|
2021
Q3 | $684K | Sell |
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|
2021
Q2 | $673K | Sell |
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|
2021
Q1 | $589K | Sell |
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|
2020
Q4 | $555K | Buy |
|