BWM
BKM Wealth Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Sell |
3,594
-174
| -5% | -$91.7K | 0.74% | 41 |
|
|
2025
Q1 | $1.91M | Buy |
3,768
+504
| +15% | +$256K | 0.79% | 39 |
|
|
2024
Q4 | $1.63M | Buy |
3,264
+212
| +7% | +$106K | 0.67% | 46 |
|
|
2024
Q3 | $1.58M | Sell |
3,052
-31
| -1% | -$16K | 0.64% | 47 |
|
|
2024
Q2 | $1.38M | Buy |
+3,083
| New | +$1.38M | 0.66% | 48 |
|
|
2024
Q1 | – | Sell |
-143
| Closed | -$63K | – | 499 |
|
|
2023
Q4 | $63K | Buy |
+143
| New | +$63K | 0.03% | 239 |
|