Guardian Wealth Advisors (North Carolina)’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$218K Sell
414
-7
-2% -$3.69K 0.02% 318
2025
Q1
$214K Buy
421
+7
+2% +$3.56K 0.02% 300
2024
Q4
$206K Buy
+414
New +$206K 0.02% 308