44 Wealth Management’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 | $492K | Sell |
932
-29
| -3% | -$15.3K | 0.17% | 140 |
|
|
2025
Q1 | $488K | Buy |
961
+364
| +61% | +$185K | 0.18% | 136 |
|
|
2024
Q4 | $297K | Buy |
597
+4
| +0.7% | +$1.99K | 0.11% | 166 |
|
|
2024
Q3 | $303K | Buy |
+593
| New | +$303K | 0.11% | 169 |
|
|
2023
Q2 | $235K | Buy |
587
+2
| +0.3% | +$802 | 0.08% | 154 |
|
|
2023
Q1 | $202K | Buy |
+585
| New | +$202K | 0.07% | 172 |
|
|
2022
Q3 | – | Sell |
-610
| Closed | -$206K | – | 172 |
|
|
2022
Q2 | $206K | Sell |
610
-9
| -1% | -$3.04K | 0.08% | 163 |
|
|
2022
Q1 | $254K | Sell |
619
-2
| -0.3% | -$821 | 0.09% | 150 |
|
|
2021
Q4 | $293K | Buy |
621
+1
| +0.2% | +$472 | 0.1% | 148 |
|
|
2021
Q3 | $263K | Hold |
620
| – | – | 0.1% | 143 |
|
|
2021
Q2 | $255K | Sell |
620
-79
| -11% | -$32.5K | 0.1% | 152 |
|
|
2021
Q1 | $247K | Buy |
699
+36
| +5% | +$12.7K | 0.1% | 142 |
|
|
2020
Q4 | $218K | Buy |
+663
| New | +$218K | 0.1% | 147 |
|