Accretive Wealth Partners’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 | $1.32M | Buy |
2,497
+25
| +1% | +$13.2K | 0.43% | 74 |
|
|
2025
Q1 | $1.24M | Buy |
2,472
+186
| +8% | +$93.3K | 0.44% | 72 |
|
|
2024
Q4 | $1.14M | Sell |
2,286
-22
| -1% | -$11K | 0.48% | 72 |
|
|
2024
Q3 | $1.19M | Sell |
2,308
-17
| -0.7% | -$8.78K | 0.5% | 69 |
|
|
2024
Q2 | $1.04M | Sell |
2,325
-8
| -0.3% | -$3.57K | 0.43% | 72 |
|
|
2024
Q1 | $992K | Sell |
2,333
-15
| -0.6% | -$6.38K | 0.44% | 71 |
|
|
2023
Q4 | $1.03M | Sell |
2,348
-18
| -0.8% | -$7.93K | 0.5% | 68 |
|
|
2023
Q3 | $865K | Buy |
2,366
+26
| +1% | +$9.5K | 0.52% | 62 |
|
|
2023
Q2 | $938K | Buy |
2,340
+99
| +4% | +$39.7K | 0.56% | 60 |
|
|
2023
Q1 | $773K | Buy |
2,241
+45
| +2% | +$15.5K | 0.49% | 67 |
|
|
2022
Q4 | $735K | Buy |
2,196
+66
| +3% | +$22.1K | 0.51% | 64 |
|
|
2022
Q3 | $650K | Sell |
2,130
-25
| -1% | -$7.63K | 0.5% | 66 |
|
|
2022
Q2 | $726K | Sell |
2,155
-209
| -9% | -$70.4K | 0.53% | 61 |
|
|
2022
Q1 | $970K | Buy |
2,364
+47
| +2% | +$19.3K | 0.61% | 57 |
|
|
2021
Q4 | $1.09M | Buy |
2,317
+48
| +2% | +$22.6K | 0.7% | 54 |
|
|
2021
Q3 | $964K | Buy |
2,269
+89
| +4% | +$37.8K | 0.68% | 59 |
|
|
2021
Q2 | $895K | Buy |
2,180
+142
| +7% | +$58.3K | 0.65% | 64 |
|
|
2021
Q1 | $719K | Buy |
2,038
+307
| +18% | +$108K | 0.65% | 67 |
|
|
2020
Q4 | $569K | Buy |
+1,731
| New | +$569K | 0.56% | 82 |
|