Baldwin Wealth Partners’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 | $9.54M | Sell |
|
|||||
|
2025
Q2 | $10.5M | Sell |
|
|||||
|
2025
Q1 | $10.3M | Buy |
|
|||||
|
2024
Q4 | $9.9M | Buy |
|
|||||
|
2024
Q3 | $9.6M | Buy |
|
|||||
|
2024
Q2 | $7.87M | Sell |
|
|||||
|
2024
Q1 | $8.05M | Sell |
|
|||||
|
2023
Q4 | $8.35M | Buy |
|
|||||
|
2023
Q3 | $1.31M | Hold |
|
|||||
|
2023
Q2 | $1.44M | Hold |
|
|||||
|
2023
Q1 | $1.23M | Hold |
|
|||||
|
2022
Q4 | $1.2M | Buy |
|
|||||
|
2022
Q3 | $1.07M | Sell |
|
|||||
|
2022
Q2 | $1.2M | Hold |
|
|||||
|
2022
Q1 | $1.46M | Buy |
|
|||||
|
2021
Q4 | $1.21M | Hold |
|
|||||
|
2021
Q3 | $1.09M | Sell |
|
|||||
|
2021
Q2 | $1.05M | Sell |
|
|||||
|
2021
Q1 | $915K | Hold |
|
|||||
|
2020
Q4 | $853K | Sell |
|
|||||
|
2020
Q3 | $970K | Hold |
|
|||||
|
2020
Q2 | $887K | Hold |
|
|||||
|
2020
Q1 | $659K | Sell |
|
|||||
|
2019
Q4 | $1.08M | Hold |
|
|||||
|
2019
Q3 | $969K | Sell |
|
|||||
|
2019
Q2 | $958K | Sell |
|
|||||
|
2019
Q1 | $896K | Sell |
|
|||||
|
2018
Q4 | $5.24M | Sell |
|
|||||
|
2018
Q3 | $6.84M | Buy |
|
|||||
|
2018
Q2 | $7.07M | Sell |
|
|||||
|
2018
Q1 | $6.73M | Buy |
|
|||||
|
2017
Q4 | $5.75M | Buy |
|
|||||
|
2017
Q3 | $5.3M | Sell |
|
|||||
|
2017
Q2 | $5.04M | Sell |
|
|||||
|
2017
Q1 | $4.54M | Sell |
|
|||||
|
2016
Q4 | $3.86M | Sell |
|
|||||
|
2016
Q3 | $4.79M | Buy |
|