Aprio 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 | $776K | Sell |
1,472
-202
| -12% | -$106K | 0.09% | 129 |
|
|
2025
Q1 | $851K | Buy |
1,674
+417
| +33% | +$212K | 0.11% | 122 |
|
|
2024
Q4 | $626K | Buy |
1,257
+204
| +19% | +$102K | 0.09% | 120 |
|
|
2024
Q3 | $544K | Buy |
1,053
+164
| +18% | +$84.7K | 0.09% | 118 |
|
|
2024
Q2 | $396K | Buy |
889
+190
| +27% | +$84.7K | 0.07% | 127 |
|
|
2024
Q1 | $297K | Buy |
699
+134
| +24% | +$57K | 0.06% | 156 |
|
|
2023
Q4 | $249K | Buy |
+565
| New | +$249K | 0.06% | 161 |
|