Berry Wealth Group’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 | $446K | Buy |
846
+32
| +4% | +$16.9K | 0.31% | 45 |
|
|
2025
Q1 | $414K | Buy |
814
+1
| +0.1% | +$508 | 0.32% | 46 |
|
|
2024
Q4 | $405K | Buy |
813
+57
| +8% | +$28.4K | 0.29% | 44 |
|
|
2024
Q3 | $391K | Sell |
756
-6
| -0.8% | -$3.1K | 0.28% | 45 |
|
|
2024
Q2 | $340K | Buy |
762
+81
| +12% | +$36.1K | 0.27% | 49 |
|
|
2024
Q1 | $290K | Sell |
681
-254
| -27% | -$108K | 0.24% | 52 |
|
|
2023
Q4 | $412K | Buy |
+935
| New | +$412K | 0.38% | 42 |
|