CWP
Concord Wealth Partners’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $544K | Buy |
1,032
+28
| +3% | +$14.8K | 0.08% | 149 |
|
|
2025
Q1 | $510K | Buy |
1,004
+121
| +14% | +$61.5K | 0.08% | 149 |
|
|
2024
Q4 | $440K | Buy |
883
+119
| +16% | +$59.3K | 0.07% | 149 |
|
|
2024
Q3 | $395K | Buy |
764
+5
| +0.7% | +$2.58K | 0.07% | 152 |
|
|
2024
Q2 | $339K | Sell |
759
-1
| -0.1% | -$446 | 0.06% | 156 |
|
|
2024
Q1 | $323K | Buy |
760
+33
| +5% | +$14K | 0.06% | 169 |
|
|
2023
Q4 | $320K | Sell |
727
-1,193
| -62% | -$526K | 0.06% | 156 |
|
|
2023
Q3 | $702K | Buy |
1,920
+495
| +35% | +$181K | 0.15% | 98 |
|
|
2023
Q2 | $571K | Buy |
1,425
+771
| +118% | +$309K | 0.12% | 105 |
|
|
2023
Q1 | $225K | Buy |
654
+632
| +2,873% | +$218K | 0.06% | 146 |
|
|
2022
Q4 | $7.42K | Buy |
+22
| New | +$7.42K | ﹤0.01% | 685 |
|
|
2022
Q3 | – | Sell |
-110
| Closed | -$37K | – | 999 |
|
|
2022
Q2 | $37K | Buy |
110
+13
| +13% | +$4.37K | 0.01% | 423 |
|
|
2022
Q1 | $40K | Sell |
97
-12
| -11% | -$4.95K | 0.01% | 477 |
|
|
2021
Q4 | $51K | Buy |
109
+29
| +36% | +$13.6K | 0.01% | 452 |
|
|
2021
Q3 | $34K | Sell |
80
-5
| -6% | -$2.13K | 0.01% | 283 |
|
|
2021
Q2 | $35K | Sell |
85
-141
| -62% | -$58.1K | 0.01% | 403 |
|
|
2021
Q1 | $80K | Buy |
226
+119
| +111% | +$42.1K | 0.03% | 254 |
|
|
2020
Q4 | $35K | Buy |
+107
| New | +$35K | 0.03% | 246 |
|