AO
Advisor OS’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Buy |
833
+58
| +7% | +$30.6K | 0.04% | 276 |
|
|
2025
Q1 | $394K | Buy |
775
+9
| +1% | +$4.57K | 0.04% | 267 |
|
|
2024
Q4 | $381K | Buy |
766
+16
| +2% | +$7.96K | 0.04% | 272 |
|
|
2024
Q3 | $387K | Buy |
750
+100
| +15% | +$51.6K | 0.04% | 279 |
|
|
2024
Q2 | $290K | Sell |
650
-121
| -16% | -$54K | 0.03% | 312 |
|
|
2024
Q1 | $328K | Buy |
+771
| New | +$328K | 0.04% | 295 |
|
|
2020
Q3 | – | Sell |
-1,052
| Closed | -$347K | – | 150 |
|
|
2020
Q2 | $347K | Buy |
+1,052
| New | +$347K | 0.21% | 97 |
|