Crestmont Private Wealth’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 | $887K | Buy |
1,682
+36
| +2% | +$19K | 0.32% | 19 |
|
|
2025
Q1 | $836K | Buy |
1,646
+185
| +13% | +$94K | 0.36% | 14 |
|
|
2024
Q4 | $728K | Sell |
1,461
-98
| -6% | -$48.8K | 0.33% | 20 |
|
|
2024
Q3 | $805K | Buy |
1,559
+81
| +5% | +$41.8K | 0.35% | 14 |
|
|
2024
Q2 | $659K | Buy |
1,478
+225
| +18% | +$100K | 0.32% | 20 |
|
|
2024
Q1 | $533K | Buy |
1,253
+267
| +27% | +$114K | 0.26% | 20 |
|
|
2023
Q4 | $434K | Sell |
986
-31
| -3% | -$13.7K | 0.22% | 16 |
|
|
2023
Q3 | $372K | Sell |
1,017
-291
| -22% | -$106K | 0.23% | 19 |
|
|
2023
Q2 | $524K | Buy |
1,308
+130
| +11% | +$52.1K | 0.31% | 15 |
|
|
2023
Q1 | $406K | Buy |
1,178
+170
| +17% | +$58.6K | 0.27% | 16 |
|
|
2022
Q4 | $338K | Buy |
+1,008
| New | +$338K | 0.23% | 21 |
|