Guardian Wealth Management’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
Q2 | – | Sell |
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|
2025
Q1 | $51K | Hold |
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|
2024
Q4 | $49.9K | Hold |
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|
2024
Q3 | $51.7K | Hold |
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|
2024
Q2 | $44.6K | Hold |
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|
2024
Q1 | $42.5K | Hold |
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|
2023
Q4 | $43.9K | Hold |
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|
2023
Q3 | $36.4K | Buy |
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|
2023
Q2 | $39.8K | Hold |
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|
2023
Q1 | $34.2K | Hold |
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|
2022
Q4 | $33.2K | Hold |
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|
2022
Q3 | $30K | Hold |
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|
2022
Q2 | $33K | Hold |
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|
2022
Q1 | $41K | Hold |
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|
2021
Q4 | $47K | Buy |
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