Beverly Hills Private Wealth’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 |
2,278
-117
| -5% | -$61.7K | 0.23% | 114 |
|
|
2025
Q1 | $1.22M | Sell |
2,395
-79
| -3% | -$40.1K | 0.24% | 110 |
|
|
2024
Q4 | $1.23M | Sell |
2,474
-81
| -3% | -$40.3K | 0.25% | 102 |
|
|
2024
Q3 | $1.32M | Sell |
2,555
-587
| -19% | -$303K | 0.27% | 102 |
|
|
2024
Q2 | $1.4M | Sell |
3,142
-202
| -6% | -$90.1K | 0.3% | 88 |
|
|
2024
Q1 | $1.42M | Sell |
3,344
-217
| -6% | -$92.3K | 0.33% | 82 |
|
|
2023
Q4 | $1.57M | Sell |
3,561
-104
| -3% | -$45.8K | 0.41% | 75 |
|
|
2023
Q3 | $1.34M | Sell |
3,665
-3,653
| -50% | -$1.33M | 0.4% | 72 |
|
|
2023
Q2 | $2.83M | Buy |
+7,318
| New | +$2.83M | 0.47% | 63 |
|