Corient Private Wealth’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332M | Sell |
627,342
-16,598
| -3% | -$8.78M | 0.35% | 54 |
|
|
2025
Q1 | $327M | Buy |
643,940
+6,967
| +1% | +$3.54M | 0.53% | 34 |
|
|
2024
Q4 | $315M | Buy |
636,973
+60,740
| +11% | +$30.1M | 0.52% | 34 |
|
|
2024
Q3 | $298M | Sell |
576,233
-10,464
| -2% | -$5.41M | 0.46% | 39 |
|
|
2024
Q2 | $262M | Buy |
586,697
+38,935
| +7% | +$17.4M | 0.46% | 40 |
|
|
2024
Q1 | $233M | Buy |
547,762
+79,626
| +17% | +$33.9M | 0.42% | 49 |
|
|
2023
Q4 | $206M | Buy |
468,136
+98,377
| +27% | +$43.3M | 0.38% | 55 |
|
|
2023
Q3 | $135M | Buy |
369,759
+10,616
| +3% | +$3.88M | 0.31% | 75 |
|
|
2023
Q2 | $144M | Buy |
359,143
+3,502
| +1% | +$1.4M | 0.33% | 67 |
|
|
2023
Q1 | $123M | Buy |
355,641
+222,980
| +168% | +$76.9M | 0.33% | 74 |
|
|
2022
Q4 | $44.4M | Buy |
+132,661
| New | +$44.4M | 0.16% | 148 |
|