Buttonwood Financial 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 | $751K | Buy |
1,424
+69
| +5% | +$36.4K | 0.3% | 53 |
|
|
2025
Q1 | $688K | Sell |
1,355
-13
| -1% | -$6.6K | 0.3% | 54 |
|
|
2024
Q4 | $681K | Sell |
1,368
-21
| -2% | -$10.5K | 0.3% | 59 |
|
|
2024
Q3 | $717K | Sell |
1,389
-23
| -2% | -$11.9K | 0.31% | 54 |
|
|
2024
Q2 | $630K | Sell |
1,412
-13
| -0.9% | -$5.8K | 0.3% | 61 |
|
|
2024
Q1 | $606K | Sell |
1,425
-18
| -1% | -$7.66K | 0.29% | 67 |
|
|
2023
Q4 | $636K | Sell |
1,443
-24
| -2% | -$10.6K | 0.35% | 58 |
|
|
2023
Q3 | $536K | Buy |
1,467
+25
| +2% | +$9.14K | 0.34% | 65 |
|
|
2023
Q2 | $578K | Buy |
1,442
+77
| +6% | +$30.9K | 0.36% | 58 |
|
|
2023
Q1 | $471K | Buy |
1,365
+27
| +2% | +$9.31K | 0.37% | 53 |
|
|
2022
Q4 | $448K | Buy |
1,338
+112
| +9% | +$37.5K | 0.38% | 56 |
|
|
2022
Q3 | $358K | Buy |
1,226
+91
| +8% | +$26.6K | 0.32% | 57 |
|
|
2022
Q2 | $383K | Buy |
1,135
+235
| +26% | +$79.3K | 0.35% | 56 |
|
|
2022
Q1 | $369K | Buy |
900
+345
| +62% | +$141K | 0.33% | 54 |
|
|
2021
Q4 | $262K | Buy |
+555
| New | +$262K | 0.26% | 48 |
|