Brady Family 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 | $3.81M | Sell |
7,223
-51
| -0.7% | -$26.9K | 1.18% | 35 |
|
|
2025
Q1 | $3.7M | Buy |
7,274
+61
| +0.8% | +$31K | 1.18% | 35 |
|
|
2024
Q4 | $3.59M | Sell |
7,213
-359
| -5% | -$179K | 1.1% | 34 |
|
|
2024
Q3 | $3.91M | Sell |
7,572
-75
| -1% | -$38.7K | 1.17% | 35 |
|
|
2024
Q2 | $3.41M | Buy |
7,647
+8
| +0.1% | +$3.57K | 1.1% | 36 |
|
|
2024
Q1 | $3.25M | Buy |
7,639
+171
| +2% | +$72.8K | 1.05% | 39 |
|
|
2023
Q4 | $3.29M | Buy |
7,468
+260
| +4% | +$115K | 1.13% | 37 |
|
|
2023
Q3 | $2.63M | Sell |
7,208
-154
| -2% | -$56.3K | 1.02% | 40 |
|
|
2023
Q2 | $2.95M | Buy |
7,362
+86
| +1% | +$34.5K | 1.1% | 36 |
|
|
2023
Q1 | $2.51M | Buy |
7,276
+257
| +4% | +$88.6K | 0.99% | 40 |
|
|
2022
Q4 | $2.35M | Buy |
+7,019
| New | +$2.35M | 0.97% | 38 |
|