Accretive Wealth Partners’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
Q3 | $1.24M | Buy |
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|
2025
Q2 | $1.32M | Buy |
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|
2025
Q1 | $1.24M | Buy |
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|
2024
Q4 | $1.14M | Sell |
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|
2024
Q3 | $1.19M | Sell |
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|
2024
Q2 | $1.04M | Sell |
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|
2024
Q1 | $992K | Sell |
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|
2023
Q4 | $1.03M | Sell |
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|
2023
Q3 | $865K | Buy |
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|
2023
Q2 | $938K | Buy |
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|
2023
Q1 | $773K | Buy |
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|
2022
Q4 | $735K | Buy |
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|
2022
Q3 | $650K | Sell |
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|
2022
Q2 | $726K | Sell |
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|
2022
Q1 | $970K | Buy |
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|
2021
Q4 | $1.09M | Buy |
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|
2021
Q3 | $964K | Buy |
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|
2021
Q2 | $895K | Buy |
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|
2021
Q1 | $719K | Buy |
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|
2020
Q4 | $569K | Buy |
|