AWM
Atticus 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 | $172K | Buy |
326
+172
| +112% | +$90.7K | 0.05% | 181 |
|
|
2025
Q1 | $78.2K | Hold |
154
| – | – | 0.03% | 191 |
|
|
2024
Q4 | $76.7K | Hold |
154
| – | – | 0.02% | 192 |
|
|
2024
Q3 | $79.6K | Hold |
154
| – | – | 0.03% | 197 |
|
|
2024
Q2 | $68.7K | Hold |
154
| – | – | 0.02% | 205 |
|
|
2024
Q1 | $65.5K | Hold |
154
| – | – | 0.02% | 214 |
|
|
2023
Q4 | $67.8K | Hold |
154
| – | – | 0.02% | 212 |
|
|
2023
Q3 | $56.3K | Hold |
154
| – | – | 0.02% | 230 |
|
|
2023
Q2 | $61.7K | Hold |
154
| – | – | 0.02% | 239 |
|
|
2023
Q1 | $53.1K | Hold |
154
| – | – | 0.02% | 248 |
|
|
2022
Q4 | $51.6K | Sell |
154
-14
| -8% | -$4.69K | 0.02% | 248 |
|
|
2022
Q3 | $57K | Hold |
168
| – | – | 0.03% | 220 |
|
|
2022
Q2 | $57K | Hold |
168
| – | – | 0.02% | 240 |
|
|
2022
Q1 | $69K | Buy |
168
+45
| +37% | +$18.5K | 0.03% | 221 |
|
|
2021
Q4 | $58K | Buy |
123
+23
| +23% | +$10.8K | 0.02% | 212 |
|
|
2021
Q3 | $43K | Sell |
100
-14
| -12% | -$6.02K | 0.02% | 252 |
|
|
2021
Q2 | $47K | Hold |
114
| – | – | 0.02% | 234 |
|
|
2021
Q1 | $40K | Buy |
114
+8
| +8% | +$2.81K | 0.02% | 232 |
|
|
2020
Q4 | $35K | Hold |
106
| – | – | 0.02% | 233 |
|
|
2020
Q3 | $38K | Sell |
106
-200
| -65% | -$71.7K | 0.02% | 196 |
|
|
2020
Q2 | $101K | Buy |
306
+8
| +3% | +$2.64K | 0.07% | 130 |
|
|
2020
Q1 | $73K | Buy |
298
+9
| +3% | +$2.21K | 0.06% | 144 |
|
|
2019
Q4 | $79K | Buy |
+289
| New | +$79K | 0.05% | 146 |
|