Beacon Bridge 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 | $571K | Buy |
1,084
+5
| +0.5% | +$2.64K | 0.23% | 56 |
|
|
2025
Q1 | $548K | Sell |
1,079
-314
| -23% | -$160K | 0.23% | 60 |
|
|
2024
Q4 | $694K | Buy |
1,393
+251
| +22% | +$125K | 0.29% | 58 |
|
|
2024
Q3 | $590K | Sell |
1,142
-12
| -1% | -$6.2K | 0.25% | 57 |
|
|
2024
Q2 | $515K | Buy |
1,154
+20
| +2% | +$8.92K | 0.24% | 63 |
|
|
2024
Q1 | $483K | Hold |
1,134
| – | – | 0.23% | 64 |
|
|
2023
Q4 | $499K | Buy |
1,134
+1
| +0.1% | +$440 | 0.25% | 55 |
|
|
2023
Q3 | $414K | Buy |
1,133
+43
| +4% | +$15.7K | 0.22% | 54 |
|
|
2023
Q2 | $437K | Buy |
1,090
+1
| +0.1% | +$401 | 0.22% | 46 |
|
|
2023
Q1 | $376K | Buy |
1,089
+8
| +0.7% | +$2.76K | 0.23% | 47 |
|
|
2022
Q4 | $362K | Buy |
+1,081
| New | +$362K | 0.26% | 47 |
|