CIBC Private Wealth Group’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $405M | Sell |
916,516
-8,930
| -1% | -$3.94M | 0.85% | 24 |
|
|
2024
Q4 | $459M | Sell |
925,446
-22,356
| -2% | -$11.1M | 0.83% | 21 |
|
|
2024
Q3 | $490M | Sell |
947,802
-243,547
| -20% | -$126M | 0.88% | 21 |
|
|
2024
Q2 | $543M | Sell |
1,191,349
-5,143
| -0.4% | -$2.34M | 1.02% | 15 |
|
|
2024
Q1 | $511M | Sell |
1,196,492
-187,419
| -14% | -$80M | 1% | 19 |
|
|
2023
Q4 | $610M | Sell |
1,383,911
-28,152
| -2% | -$12.4M | 1.29% | 12 |
|
|
2023
Q3 | $516M | Sell |
1,412,063
-22,335
| -2% | -$8.16M | 1.22% | 13 |
|
|
2023
Q2 | $575M | Buy |
1,434,398
+21,482
| +2% | +$8.61M | 1.26% | 12 |
|
|
2023
Q1 | $220M | Sell |
1,412,916
-1,460
| -0.1% | -$228K | 0.49% | 56 |
|
|
2022
Q4 | $326M | Buy |
1,414,376
+9,923
| +0.7% | +$2.28M | 1.09% | 25 |
|
|
2022
Q3 | $429M | Buy |
1,404,453
+10,518
| +0.8% | +$3.21M | 1.16% | 14 |
|
|
2022
Q2 | $470M | Sell |
1,393,935
-24,210
| -2% | -$8.16M | 1.22% | 15 |
|
|
2022
Q1 | $582M | Buy |
1,418,145
+208,583
| +17% | +$85.6M | 1.27% | 12 |
|
|
2021
Q4 | $571M | Buy |
1,209,562
+8,857
| +0.7% | +$4.18M | 1.18% | 14 |
|
|
2021
Q3 | $510M | Buy |
1,200,705
+2,544
| +0.2% | +$1.08M | 1.19% | 14 |
|
|
2021
Q2 | $492M | Buy |
1,198,161
+57,049
| +5% | +$23.4M | 1.13% | 14 |
|
|
2021
Q1 | $403M | Buy |
1,141,112
+297,617
| +35% | +$105M | 1.01% | 19 |
|
|
2020
Q4 | $277M | Buy |
843,495
+409,432
| +94% | +$135M | 0.73% | 41 |
|
|
2020
Q3 | $157M | Buy |
434,063
+406,628
| +1,482% | +$147M | 0.48% | 58 |
|
|
2020
Q2 | $9.04M | Sell |
27,435
-405,246
| -94% | -$134M | 0.04% | 243 |
|
|
2020
Q1 | $106M | Sell |
432,681
-87,168
| -17% | -$21.4M | 0.45% | 61 |
|
|
2019
Q4 | $142M | Sell |
519,849
-2,295
| -0.4% | -$627K | 0.46% | 62 |
|
|
2019
Q3 | $128M | Sell |
522,144
-2,529
| -0.5% | -$620K | 0.45% | 68 |
|
|
2019
Q2 | $120M | Sell |
524,673
-22,397
| -4% | -$5.1M | 0.42% | 73 |
|
|
2019
Q1 | $115M | Buy |
547,070
+609
| +0.1% | +$128K | 0.44% | 72 |
|
|
2018
Q4 | $92.9M | Sell |
546,461
-992
| -0.2% | -$169K | 0.41% | 75 |
|
|
2018
Q3 | $107M | Sell |
547,453
-467
| -0.1% | -$91.2K | 0.41% | 76 |
|
|
2018
Q2 | $112M | Buy |
547,920
+6,531
| +1% | +$1.33M | 0.46% | 68 |
|
|
2018
Q1 | $103M | Buy |
541,389
+6,228
| +1% | +$1.19M | 0.45% | 66 |
|
|
2017
Q4 | $90.7M | Buy |
535,161
+7,135
| +1% | +$1.21M | 0.38% | 81 |
|
|
2017
Q3 | $82.5M | Buy |
528,026
+509,979
| +2,826% | +$79.7M | 0.38% | 79 |
|
|
2017
Q2 | $2.64M | Sell |
18,047
-2,443
| -12% | -$357K | 0.02% | 351 |
|
|
2017
Q1 | $2.68M | Buy |
20,490
+1,705
| +9% | +$223K | 0.02% | 334 |
|
|
2016
Q4 | $2.02M | Sell |
18,785
-264
| -1% | -$28.4K | 0.01% | 366 |
|
|
2016
Q3 | $2.41M | Buy |
19,049
+11
| +0.1% | +$1.39K | 0.02% | 341 |
|
|
2016
Q2 | $2.04M | Buy |
+19,038
| New | +$2.04M | 0.01% | 362 |
|