Blue Zone Wealth 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 | $6.63M | Buy |
12,566
+301
| +2% | +$159K | 1.65% | 24 |
|
|
2025
Q1 | $6.23M | Buy |
12,265
+1,012
| +9% | +$514K | 1.73% | 24 |
|
|
2024
Q4 | $5.6M | Buy |
11,253
+175
| +2% | +$87.2K | 1.62% | 22 |
|
|
2024
Q3 | $5.72M | Buy |
11,078
+330
| +3% | +$170K | 1.78% | 20 |
|
|
2024
Q2 | $4.79M | Sell |
10,748
-140
| -1% | -$62.4K | 1.65% | 23 |
|
|
2024
Q1 | $4.63M | Buy |
10,888
+255
| +2% | +$108K | 1.59% | 28 |
|
|
2023
Q4 | $4.68M | Buy |
10,633
+422
| +4% | +$186K | 1.87% | 23 |
|
|
2023
Q3 | $3.73M | Buy |
+10,211
| New | +$3.73M | 1.64% | 26 |
|