Cornerstone Wealth Advisors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $465K | Hold |
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|
2025
Q2 | $504K | Sell |
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|
2025
Q1 | $487K | Buy |
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|
2024
Q4 | $476K | Hold |
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|
2024
Q3 | $493K | Hold |
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|
2024
Q2 | $426K | Hold |
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|
2024
Q1 | $406K | Hold |
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|
2023
Q4 | $421K | Hold |
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|
2023
Q3 | $349K | Hold |
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|
2023
Q2 | $383K | Hold |
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|
2023
Q1 | $329K | Hold |
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|
2022
Q4 | $320K | Hold |
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|
2022
Q3 | $292K | Sell |
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|
2022
Q2 | $329K | Hold |
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|
2022
Q1 | $400K | Hold |
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|
2021
Q4 | $460K | Hold |
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|
2021
Q3 | $414K | Buy |
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|
2021
Q2 | $394K | Buy |
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