Axxcess Wealth Management’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 | $480K | Sell |
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|
2025
Q2 | $739K | Sell |
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|
2025
Q1 | $931K | Sell |
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|
2024
Q4 | $1.6M | Buy |
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|
2024
Q3 | $1.19M | Sell |
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|
2024
Q2 | $1.18M | Buy |
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|
2024
Q1 | $876K | Buy |
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|
2023
Q4 | $552K | Sell |
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|
2023
Q3 | $620K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $290K | Sell |
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|
2022
Q2 | $334K | Sell |
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|
2022
Q1 | $574K | Buy |
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|
2021
Q4 | $387K | Buy |
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