Cornerstone Wealth Management’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 | $370K | Sell |
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|
2025
Q2 | $406K | Buy |
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|
2025
Q1 | $383K | Sell |
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|
2024
Q4 | $450K | Sell |
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|
2024
Q3 | $477K | Buy |
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|
2024
Q2 | $388K | Sell |
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|
2024
Q1 | $383K | Buy |
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|
2023
Q4 | $393K | Sell |
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|
2023
Q3 | $343K | Buy |
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|
2023
Q2 | $361K | Buy |
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|
2023
Q1 | $304K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $3.8M | Buy |
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|
2018
Q2 | $121K | Buy |
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|
2018
Q1 | $516K | Sell |
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|
2017
Q4 | $660K | Sell |
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|
2017
Q3 | $606K | Buy |
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|
2017
Q2 | $554K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $332K | Buy |
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