Cornerstone 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 | $406K | Buy |
771
+17
| +2% | +$8.96K | 0.02% | 434 |
|
|
2025
Q1 | $383K | Sell |
754
-151
| -17% | -$76.7K | 0.03% | 428 |
|
|
2024
Q4 | $450K | Sell |
905
-18
| -2% | -$8.96K | 0.03% | 377 |
|
|
2024
Q3 | $477K | Buy |
923
+53
| +6% | +$27.4K | 0.03% | 362 |
|
|
2024
Q2 | $388K | Sell |
870
-30
| -3% | -$13.4K | 0.03% | 383 |
|
|
2024
Q1 | $383K | Buy |
900
+9
| +1% | +$3.83K | 0.03% | 385 |
|
|
2023
Q4 | $393K | Sell |
891
-47
| -5% | -$20.7K | 0.03% | 369 |
|
|
2023
Q3 | $343K | Buy |
938
+39
| +4% | +$14.3K | 0.03% | 393 |
|
|
2023
Q2 | $361K | Buy |
899
+17
| +2% | +$6.82K | 0.03% | 364 |
|
|
2023
Q1 | $304K | Buy |
+882
| New | +$304K | 0.03% | 371 |
|
|
2018
Q4 | – | Sell |
-605,482
| Closed | -$3.8M | – | 1022 |
|
|
2018
Q3 | $3.8M | Buy |
605,482
+580,687
| +2,342% | +$3.65M | 0.05% | 355 |
|
|
2018
Q2 | $121K | Buy |
24,795
+22,042
| +801% | +$108K | ﹤0.01% | 1396 |
|
|
2018
Q1 | $516K | Sell |
2,753
-961
| -26% | -$180K | 0.1% | 210 |
|
|
2017
Q4 | $660K | Sell |
3,714
-90
| -2% | -$16K | 0.12% | 164 |
|
|
2017
Q3 | $606K | Buy |
3,804
+73
| +2% | +$11.6K | 0.13% | 165 |
|
|
2017
Q2 | $554K | Buy |
+3,731
| New | +$554K | 0.12% | 162 |
|
|
2016
Q4 | – | Sell |
-2,669
| Closed | -$332K | – | 302 |
|
|
2016
Q3 | $332K | Buy |
+2,669
| New | +$332K | 0.12% | 163 |
|