Biltmore Family Office’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 | $405K | Buy |
769
+1
| +0.1% | +$527 | 0.07% | 144 |
|
|
2025
Q1 | $390K | Sell |
768
-35
| -4% | -$17.8K | 0.07% | 152 |
|
|
2024
Q4 | $400K | Buy |
803
+66
| +9% | +$32.9K | 0.07% | 141 |
|
|
2024
Q3 | $381K | Buy |
737
+45
| +7% | +$23.2K | 0.07% | 151 |
|
|
2024
Q2 | $309K | Hold |
692
| – | – | 0.06% | 153 |
|
|
2024
Q1 | $294K | Hold |
692
| – | – | 0.06% | 156 |
|
|
2023
Q4 | $305K | Hold |
692
| – | – | 0.06% | 150 |
|
|
2023
Q3 | $253K | Buy |
692
+154
| +29% | +$56.3K | 0.06% | 163 |
|
|
2023
Q2 | $216K | Sell |
538
-139
| -21% | -$55.7K | 0.05% | 171 |
|
|
2023
Q1 | $233K | Buy |
677
+8
| +1% | +$2.76K | 0.05% | 204 |
|
|
2022
Q4 | $224K | Buy |
+669
| New | +$224K | 0.05% | 201 |
|
|
2022
Q2 | – | Sell |
-563
| Closed | -$231K | – | 218 |
|
|
2022
Q1 | $231K | Buy |
+563
| New | +$231K | 0.05% | 164 |
|