Barlow Wealth Partners’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 | $1.2M | Sell |
2,284
-143
| -6% | -$75.2K | 0.14% | 51 |
|
|
2025
Q1 | $1.16M | Hold |
2,427
| – | – | 0.15% | 51 |
|
|
2024
Q4 | $1.21M | Sell |
2,427
-1,076
| -31% | -$534K | 0.15% | 56 |
|
|
2024
Q3 | $1.77M | Hold |
3,503
| – | – | 0.23% | 52 |
|
|
2024
Q2 | $1.69M | Sell |
3,503
-34,352
| -91% | -$16.5M | 0.23% | 53 |
|
|
2024
Q1 | $15.8M | Buy |
37,855
+508
| +1% | +$212K | 2.15% | 13 |
|
|
2023
Q4 | $16.5M | Buy |
+37,347
| New | +$16.5M | 2.34% | 15 |
|