AE 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 | $36.7M | Buy |
69,548
+1,751
| +3% | +$923K | 0.27% | 96 |
|
|
2025
Q1 | $34.4M | Sell |
67,797
-4
| -0% | -$2.03K | 0.29% | 89 |
|
|
2024
Q4 | $33.8M | Buy |
67,801
+2,048
| +3% | +$1.02M | 0.29% | 85 |
|
|
2024
Q3 | $34M | Buy |
65,753
+3,672
| +6% | +$1.9M | 0.31% | 82 |
|
|
2024
Q2 | $27.7M | Buy |
62,081
+3,356
| +6% | +$1.5M | 0.28% | 83 |
|
|
2024
Q1 | $25M | Sell |
58,725
-31,416
| -35% | -$13.4M | 0.28% | 88 |
|
|
2023
Q4 | $40.3M | Buy |
90,141
+7,798
| +9% | +$3.48M | 0.21% | 103 |
|
|
2023
Q3 | $30.1M | Buy |
82,343
+4,397
| +6% | +$1.61M | 0.18% | 124 |
|
|
2023
Q2 | $31.2M | Buy |
77,946
+19,999
| +35% | +$8.02M | 0.19% | 116 |
|
|
2023
Q1 | $20M | Sell |
57,947
-318
| -0.5% | -$110K | 0.13% | 188 |
|
|
2022
Q4 | $19.5M | Sell |
58,265
-1,351
| -2% | -$453K | 0.14% | 173 |
|
|
2022
Q3 | $18.2M | Sell |
59,616
-372
| -0.6% | -$114K | 0.14% | 150 |
|
|
2022
Q2 | $20.2M | Sell |
59,988
-868
| -1% | -$293K | 0.16% | 155 |
|
|
2022
Q1 | $25M | Buy |
60,856
+1,995
| +3% | +$818K | 0.17% | 128 |
|
|
2021
Q4 | $27.8M | Sell |
58,861
-3,970
| -6% | -$1.87M | 0.19% | 113 |
|
|
2021
Q3 | $26.7M | Buy |
62,831
+3,473
| +6% | +$1.48M | 0.22% | 103 |
|
|
2021
Q2 | $24.4M | Buy |
59,358
+5,021
| +9% | +$2.06M | 0.21% | 110 |
|
|
2021
Q1 | $19.2M | Buy |
54,337
+29,830
| +122% | +$10.5M | 0.19% | 115 |
|
|
2020
Q4 | $8.06M | Buy |
24,507
+6,394
| +35% | +$2.1M | 0.09% | 212 |
|
|
2020
Q3 | $6.53M | Buy |
18,113
+4,397
| +32% | +$1.59M | 0.09% | 195 |
|
|
2020
Q2 | $4.52M | Buy |
13,716
+8,621
| +169% | +$2.84M | 0.07% | 233 |
|
|
2020
Q1 | $1.25M | Buy |
5,095
+2,246
| +79% | +$551K | 0.03% | 421 |
|
|
2019
Q4 | $778K | Buy |
2,849
+1,693
| +146% | +$462K | 0.02% | 586 |
|
|
2019
Q3 | $283K | Buy |
1,156
+89
| +8% | +$21.8K | 0.01% | 808 |
|
|
2019
Q2 | $243K | Buy |
+1,067
| New | +$243K | 0.01% | 834 |
|