AWM
Apollon 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 | $15.9M | Buy |
30,220
+2,787
| +10% | +$1.47M | 0.31% | 60 |
|
|
2025
Q1 | $13.9M | Buy |
27,433
+7,672
| +39% | +$3.9M | 0.31% | 70 |
|
|
2024
Q4 | $9.84M | Buy |
19,761
+1,088
| +6% | +$542K | 0.23% | 81 |
|
|
2024
Q3 | $9.65M | Sell |
18,673
-434
| -2% | -$224K | 0.27% | 68 |
|
|
2024
Q2 | $8.52M | Buy |
19,107
+130
| +0.7% | +$58K | 0.26% | 68 |
|
|
2024
Q1 | $8.07M | Buy |
18,977
+179
| +1% | +$76.2K | 0.25% | 72 |
|
|
2023
Q4 | $8.28M | Buy |
18,798
+9,920
| +112% | +$4.37M | 0.29% | 67 |
|
|
2023
Q3 | $3.24M | Buy |
8,878
+1,034
| +13% | +$378K | 0.16% | 119 |
|
|
2023
Q2 | $3.14M | Buy |
7,844
+3,789
| +93% | +$1.52M | 0.15% | 141 |
|
|
2023
Q1 | $1.4M | Sell |
4,055
-138
| -3% | -$47.6K | 0.09% | 242 |
|
|
2022
Q4 | $1.4M | Sell |
4,193
-504
| -11% | -$169K | 0.1% | 215 |
|
|
2022
Q3 | $1.43M | Buy |
4,697
+218
| +5% | +$66.6K | 0.12% | 188 |
|
|
2022
Q2 | $1.51M | Buy |
4,479
+246
| +6% | +$82.9K | 0.13% | 179 |
|
|
2022
Q1 | $1.74M | Buy |
4,233
+1
| +0% | +$410 | 0.12% | 178 |
|
|
2021
Q4 | $2M | Buy |
4,232
+2,956
| +232% | +$1.39M | 0.15% | 157 |
|
|
2021
Q3 | $542K | Buy |
+1,276
| New | +$542K | 0.07% | 253 |
|
|
2020
Q3 | – | Sell |
-89
| Closed | -$29K | – | 615 |
|
|
2020
Q2 | $29K | Buy |
+89
| New | +$29K | 0.02% | 314 |
|