Congress 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 | $2.48M | Sell |
4,716
-664
| -12% | -$350K | 0.02% | 524 |
|
|
2025
Q1 | $2.73M | Buy |
+5,380
| New | +$2.73M | 0.03% | 434 |
|
|
2024
Q4 | – | Sell |
-465
| Closed | -$240K | – | 926 |
|
|
2024
Q3 | $240K | Sell |
465
-10
| -2% | -$5.17K | ﹤0.01% | 783 |
|
|
2024
Q2 | $212K | Buy |
+475
| New | +$212K | ﹤0.01% | 700 |
|
|
2022
Q2 | – | Sell |
-55,136
| Closed | -$22.6M | – | 614 |
|
|
2022
Q1 | $22.6M | Buy |
55,136
+28,682
| +108% | +$11.8M | 0.49% | 44 |
|
|
2021
Q4 | $12.5M | Buy |
+26,454
| New | +$12.5M | 0.25% | 110 |
|