DWM
Darwin Wealth Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Sell |
439
-42
| -9% | -$22.1K | 0.08% | 123 |
|
|
2025
Q1 | $240K | Hold |
481
| – | – | 0.08% | 123 |
|
|
2024
Q4 | $240K | Sell |
481
-45
| -9% | -$22.4K | 0.08% | 123 |
|
|
2024
Q3 | $272K | Sell |
526
-30
| -5% | -$15.5K | 0.07% | 122 |
|
|
2024
Q2 | $248K | Buy |
556
+55
| +11% | +$24.5K | 0.12% | 67 |
|
|
2024
Q1 | $213K | Sell |
501
-137
| -21% | -$58.3K | 0.06% | 130 |
|
|
2023
Q4 | $281K | Sell |
638
-57
| -8% | -$25.1K | 0.08% | 119 |
|
|
2023
Q3 | $254K | Buy |
695
+35
| +5% | +$12.8K | 0.07% | 125 |
|
|
2023
Q2 | $261K | Buy |
+660
| New | +$261K | 0.07% | 122 |
|
|
2022
Q3 | – | Sell |
-3,522
| Closed | -$1.3M | – | 160 |
|
|
2022
Q2 | $1.3M | Buy |
3,522
+607
| +21% | +$224K | 0.26% | 76 |
|
|
2022
Q1 | $1.2M | Sell |
2,915
-123
| -4% | -$50.5K | 0.2% | 86 |
|
|
2021
Q4 | $1.27M | Sell |
3,038
-116
| -4% | -$48.5K | 0.2% | 80 |
|
|
2021
Q3 | $1.34M | Sell |
3,154
-4,975
| -61% | -$2.11M | 0.21% | 75 |
|
|
2021
Q2 | $3.34M | Sell |
8,129
-1,486
| -15% | -$610K | 0.54% | 38 |
|
|
2021
Q1 | $3.39M | Sell |
9,615
-247
| -3% | -$87.1K | 0.59% | 45 |
|
|
2020
Q4 | $3.24M | Buy |
+9,862
| New | +$3.24M | 0.61% | 45 |
|
|
2020
Q2 | – | Sell |
-75
| Closed | -$17K | – | 675 |
|
|
2020
Q1 | $17K | Buy |
+75
| New | +$17K | 0.01% | 387 |
|