AWM
Ameliora Wealth Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $494K | Sell |
936
-450
| -32% | -$237K | 0.18% | 68 |
|
|
2025
Q1 | $704K | Buy |
1,386
+60
| +5% | +$30.5K | 0.26% | 49 |
|
|
2024
Q4 | $660K | Hold |
1,326
| – | – | 0.25% | 51 |
|
|
2024
Q3 | $685K | Buy |
1,326
+81
| +7% | +$41.8K | 0.29% | 44 |
|
|
2024
Q2 | $555K | Hold |
1,245
| – | – | 0.25% | 55 |
|
|
2024
Q1 | $530K | Hold |
1,245
| – | – | 0.24% | 57 |
|
|
2023
Q4 | $548K | Buy |
+1,245
| New | +$548K | 0.27% | 55 |
|