Darwin 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 | $225K | Buy |
|
|||||
|
2025
Q2 | $232K | Sell |
|
|||||
|
2025
Q1 | $240K | Hold |
|
|||||
|
2024
Q4 | $240K | Sell |
|
|||||
|
2024
Q3 | $272K | Sell |
|
|||||
|
2024
Q2 | $248K | Buy |
|
|||||
|
2024
Q1 | $213K | Sell |
|
|||||
|
2023
Q4 | $281K | Sell |
|
|||||
|
2023
Q3 | $254K | Buy |
|
|||||
|
2023
Q2 | $261K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $1.3M | Buy |
|
|||||
|
2022
Q1 | $1.2M | Sell |
|
|||||
|
2021
Q4 | $1.27M | Sell |
|
|||||
|
2021
Q3 | $1.34M | Sell |
|
|||||
|
2021
Q2 | $3.34M | Sell |
|
|||||
|
2021
Q1 | $3.39M | Sell |
|
|||||
|
2020
Q4 | $3.24M | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $17K | Buy |
|