Ascent Wealth Partners’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $256K | Sell |
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|
2025
Q2 | $292K | Sell |
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|
2025
Q1 | $361K | Buy |
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|
2024
Q4 | $306K | Sell |
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|
2024
Q3 | $324K | Sell |
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|
2024
Q2 | $299K | Sell |
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|
2024
Q1 | $331K | Buy |
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|
2023
Q4 | $330K | Buy |
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|
2023
Q3 | $271K | Buy |
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|
2023
Q2 | $262K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $239K | Sell |
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|
2021
Q4 | $287K | Sell |
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|
2021
Q3 | $273K | Buy |
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|
2021
Q2 | $262K | Buy |
|