Buttonwood Financial Advisors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.08M | Buy |
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|
2025
Q2 | $751K | Buy |
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|
2025
Q1 | $688K | Sell |
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|
2024
Q4 | $681K | Sell |
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|
2024
Q3 | $717K | Sell |
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|
2024
Q2 | $630K | Sell |
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|
2024
Q1 | $606K | Sell |
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|
2023
Q4 | $636K | Sell |
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|
2023
Q3 | $536K | Buy |
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|
2023
Q2 | $578K | Buy |
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|
2023
Q1 | $471K | Buy |
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|
2022
Q4 | $448K | Buy |
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|
2022
Q3 | $358K | Buy |
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|
2022
Q2 | $383K | Buy |
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|
2022
Q1 | $369K | Buy |
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|
2021
Q4 | $262K | Buy |
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