Chemistry Wealth Management’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 | $2.57M | Buy |
4,874
+108
| +2% | +$56.9K | 0.55% | 31 |
|
|
2025
Q1 | $2.42M | Hold |
4,766
| – | – | 0.56% | 30 |
|
|
2024
Q4 | $2.37M | Buy |
4,766
+186
| +4% | +$92.6K | 0.56% | 30 |
|
|
2024
Q3 | $2.37M | Buy |
4,580
+37
| +0.8% | +$19.1K | 0.56% | 31 |
|
|
2024
Q2 | $2.03M | Buy |
4,543
+23
| +0.5% | +$10.3K | 0.52% | 36 |
|
|
2024
Q1 | $1.92M | Hold |
4,520
| – | – | 0.52% | 37 |
|
|
2023
Q4 | $1.99M | Buy |
4,520
+31
| +0.7% | +$13.7K | 0.6% | 30 |
|
|
2023
Q3 | $1.64M | Sell |
4,489
-530
| -11% | -$194K | 0.54% | 31 |
|
|
2023
Q2 | $2.01M | Buy |
5,019
+17
| +0.3% | +$6.82K | 0.65% | 28 |
|
|
2023
Q1 | $1.72M | Buy |
5,002
+142
| +3% | +$49K | 0.6% | 34 |
|
|
2022
Q4 | $1.63M | Sell |
4,860
-149
| -3% | -$49.9K | 0.63% | 33 |
|
|
2022
Q3 | $1.53M | Buy |
5,009
+19
| +0.4% | +$5.8K | 0.6% | 32 |
|
|
2022
Q2 | $1.68M | Buy |
4,990
+131
| +3% | +$44.2K | 0.64% | 31 |
|
|
2022
Q1 | $1.99M | Buy |
+4,859
| New | +$1.99M | 0.68% | 33 |
|