Axxcess 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 | $739K | Sell |
1,401
-431
| -24% | -$227K | 0.02% | 500 |
|
|
2025
Q1 | $931K | Sell |
1,832
-1,380
| -43% | -$701K | 0.02% | 409 |
|
|
2024
Q4 | $1.6M | Buy |
3,212
+908
| +39% | +$452K | 0.04% | 317 |
|
|
2024
Q3 | $1.19M | Sell |
2,304
-336
| -13% | -$174K | 0.03% | 355 |
|
|
2024
Q2 | $1.18M | Buy |
2,640
+582
| +28% | +$260K | 0.03% | 341 |
|
|
2024
Q1 | $876K | Buy |
2,058
+805
| +64% | +$342K | 0.02% | 401 |
|
|
2023
Q4 | $552K | Sell |
1,253
-443
| -26% | -$195K | 0.02% | 485 |
|
|
2023
Q3 | $620K | Buy |
+1,696
| New | +$620K | 0.02% | 419 |
|
|
2022
Q4 | – | Sell |
-949
| Closed | -$290K | – | 677 |
|
|
2022
Q3 | $290K | Sell |
949
-41
| -4% | -$12.5K | 0.03% | 407 |
|
|
2022
Q2 | $334K | Sell |
990
-408
| -29% | -$138K | 0.03% | 370 |
|
|
2022
Q1 | $574K | Buy |
1,398
+579
| +71% | +$238K | 0.04% | 323 |
|
|
2021
Q4 | $387K | Buy |
+819
| New | +$387K | 0.03% | 413 |
|