AXS Investments’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 | $375K | Sell |
712
-2,885
| -80% | -$1.52M | 0.15% | 125 |
|
|
2025
Q1 | $1.83M | Sell |
3,597
-117
| -3% | -$59.4K | 0.51% | 52 |
|
|
2024
Q4 | $1.85M | Buy |
3,714
+119
| +3% | +$59.3K | 0.52% | 53 |
|
|
2024
Q3 | $1.86M | Sell |
3,595
-876
| -20% | -$453K | 0.49% | 60 |
|
|
2024
Q2 | $1.99M | Sell |
4,471
-38
| -0.8% | -$16.9K | 0.56% | 39 |
|
|
2024
Q1 | $1.92M | Sell |
4,509
-9
| -0.2% | -$3.83K | 0.46% | 62 |
|
|
2023
Q4 | $1.99M | Sell |
4,518
-310
| -6% | -$137K | 0.48% | 60 |
|
|
2023
Q3 | $1.76M | Sell |
4,828
-1,522
| -24% | -$556K | 0.46% | 64 |
|
|
2023
Q2 | $2.55M | Buy |
6,350
+1,343
| +27% | +$538K | 0.68% | 27 |
|
|
2023
Q1 | $1.73M | Buy |
5,007
+51
| +1% | +$17.6K | 0.57% | 36 |
|
|
2022
Q4 | $1.66M | Buy |
4,956
+60
| +1% | +$20.1K | 0.59% | 38 |
|
|
2022
Q3 | $1.5M | Sell |
4,896
-295
| -6% | -$90.1K | 0.58% | 39 |
|
|
2022
Q2 | $1.75M | Buy |
5,191
+2,841
| +121% | +$958K | 0.62% | 34 |
|
|
2022
Q1 | $964K | Sell |
2,350
-3,019
| -56% | -$1.24M | 0.38% | 65 |
|
|
2021
Q4 | $2.53M | Buy |
+5,369
| New | +$2.53M | 0.6% | 53 |
|