Annis Gardner Whiting Capital Advisors’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 | $165K | Buy |
312
+17
| +6% | +$8.96K | 0.06% | 232 |
|
|
2025
Q1 | $150K | Buy |
295
+17
| +6% | +$8.64K | 0.06% | 214 |
|
|
2024
Q4 | $138K | Sell |
278
-2
| -0.7% | -$996 | 0.04% | 238 |
|
|
2024
Q3 | $145K | Sell |
280
-176
| -39% | -$90.9K | 0.04% | 242 |
|
|
2024
Q2 | $203K | Buy |
456
+37
| +9% | +$16.5K | 0.06% | 213 |
|
|
2024
Q1 | $178K | Buy |
419
+186
| +80% | +$79.1K | 0.06% | 198 |
|
|
2023
Q4 | $103K | Hold |
233
| – | – | 0.05% | 216 |
|
|
2023
Q3 | $85.1K | Buy |
+233
| New | +$85.1K | 0.05% | 228 |
|