Avidian Wealth Enterprises’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 | $255K | Buy |
484
+10
| +2% | +$5.27K | 0.01% | 467 |
|
|
2025
Q1 | $241K | Sell |
474
-3
| -0.6% | -$1.52K | 0.01% | 466 |
|
|
2024
Q4 | $238K | Buy |
477
+66
| +16% | +$32.9K | 0.01% | 448 |
|
|
2024
Q3 | $212K | Buy |
+411
| New | +$212K | 0.01% | 469 |
|
|
2022
Q2 | – | Sell |
-827
| Closed | -$339K | – | 490 |
|
|
2022
Q1 | $339K | Sell |
827
-5
| -0.6% | -$2.05K | 0.02% | 357 |
|
|
2021
Q4 | $393K | Buy |
+832
| New | +$393K | 0.02% | 336 |
|
|
2020
Q1 | – | Sell |
-2,612
| Closed | -$713K | – | 246 |
|
|
2019
Q4 | $713K | Sell |
2,612
-1,479
| -36% | -$404K | 0.1% | 85 |
|
|
2019
Q3 | $1M | Buy |
+4,091
| New | +$1M | 0.17% | 58 |
|