BWM
BNC 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 | $5.42M | Sell |
10,271
-169
| -2% | -$89.1K | 1.61% | 19 |
|
|
2025
Q1 | $5.3M | Buy |
10,440
+1,804
| +21% | +$917K | 1.91% | 16 |
|
|
2024
Q4 | $4.3M | Buy |
8,636
+842
| +11% | +$419K | 1.41% | 24 |
|
|
2024
Q3 | $4.03M | Buy |
+7,794
| New | +$4.03M | 1.48% | 23 |
|
|
2020
Q4 | – | Sell |
-408
| Closed | -$147K | – | 408 |
|
|
2020
Q3 | $147K | Buy |
+408
| New | +$147K | 0.1% | 95 |
|