Beaumont Financial Advisors’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 | $1.05M | Sell |
2,001
-42
| -2% | -$22.1K | 0.08% | 147 |
|
|
2025
Q1 | $1.04M | Buy |
2,043
+21
| +1% | +$10.7K | 0.08% | 144 |
|
|
2024
Q4 | $1.01M | Buy |
2,022
+2
| +0.1% | +$996 | 0.08% | 149 |
|
|
2024
Q3 | $1.04M | Sell |
2,020
-346
| -15% | -$179K | 0.08% | 140 |
|
|
2024
Q2 | $1.06M | Sell |
2,366
-43
| -2% | -$19.2K | 0.08% | 140 |
|
|
2024
Q1 | $1.02M | Sell |
2,409
-98
| -4% | -$41.7K | 0.08% | 145 |
|
|
2023
Q4 | $1.1M | Sell |
2,507
-16
| -0.6% | -$7.05K | 0.1% | 130 |
|
|
2023
Q3 | $922K | Sell |
2,523
-129
| -5% | -$47.1K | 0.09% | 129 |
|
|
2023
Q2 | $1.06M | Sell |
2,652
-118
| -4% | -$47.3K | 0.1% | 125 |
|
|
2023
Q1 | $955K | Sell |
2,770
-82
| -3% | -$28.3K | 0.1% | 126 |
|
|
2022
Q4 | $955K | Sell |
2,852
-171
| -6% | -$57.3K | 0.1% | 127 |
|
|
2022
Q3 | $923K | Sell |
3,023
-37
| -1% | -$11.3K | 0.09% | 123 |
|
|
2022
Q2 | $1.03M | Buy |
3,060
+18
| +0.6% | +$6.07K | 0.09% | 121 |
|
|
2022
Q1 | $1.25M | Buy |
3,042
+202
| +7% | +$82.9K | 0.09% | 138 |
|
|
2021
Q4 | $1.34M | Buy |
2,840
+147
| +5% | +$69.4K | 0.1% | 126 |
|
|
2021
Q3 | $1.14M | Buy |
2,693
+212
| +9% | +$90.1K | 0.09% | 130 |
|
|
2021
Q2 | $1.02M | Buy |
2,481
+25
| +1% | +$10.3K | 0.08% | 143 |
|
|
2021
Q1 | $867K | Buy |
2,456
+120
| +5% | +$42.4K | 0.07% | 153 |
|
|
2020
Q4 | $768K | Buy |
2,336
+2
| +0.1% | +$658 | 0.07% | 161 |
|
|
2020
Q3 | $842K | Sell |
2,334
-52
| -2% | -$18.8K | 0.08% | 156 |
|
|
2020
Q2 | $786K | Sell |
2,386
-296
| -11% | -$97.5K | 0.08% | 152 |
|
|
2020
Q1 | $657K | Sell |
2,682
-32
| -1% | -$7.84K | 0.08% | 123 |
|
|
2019
Q4 | $741K | Buy |
2,714
+193
| +8% | +$52.7K | 0.07% | 150 |
|
|
2019
Q3 | $618K | Buy |
2,521
+25
| +1% | +$6.13K | 0.06% | 155 |
|
|
2019
Q2 | $569K | Buy |
+2,496
| New | +$569K | 0.06% | 144 |
|