GWM
Guardian Wealth Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-100
| Closed | -$51K | – | 187 |
|
|
2025
Q1 | $51K | Hold |
100
| – | – | 0.03% | 104 |
|
|
2024
Q4 | $49.9K | Hold |
100
| – | – | 0.03% | 115 |
|
|
2024
Q3 | $51.7K | Hold |
100
| – | – | 0.04% | 111 |
|
|
2024
Q2 | $44.6K | Hold |
100
| – | – | 0.03% | 113 |
|
|
2024
Q1 | $42.5K | Hold |
100
| – | – | 0.03% | 113 |
|
|
2023
Q4 | $43.9K | Hold |
100
| – | – | 0.04% | 111 |
|
|
2023
Q3 | $36.4K | Buy |
100
+1
| +1% | +$364 | 0.03% | 113 |
|
|
2023
Q2 | $39.8K | Hold |
99
| – | – | 0.04% | 113 |
|
|
2023
Q1 | $34.2K | Hold |
99
| – | – | 0.03% | 124 |
|
|
2022
Q4 | $33.2K | Hold |
99
| – | – | 0.03% | 129 |
|
|
2022
Q3 | $30K | Hold |
99
| – | – | 0.03% | 125 |
|
|
2022
Q2 | $33K | Hold |
99
| – | – | 0.04% | 124 |
|
|
2022
Q1 | $41K | Hold |
99
| – | – | 0.04% | 128 |
|
|
2021
Q4 | $47K | Buy |
+99
| New | +$47K | 0.05% | 124 |
|