Destination 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 | $507K | Buy |
962
+157
| +20% | +$82.8K | 0.01% | 171 |
|
|
2025
Q1 | $409K | Buy |
805
+56
| +7% | +$28.5K | 0.01% | 178 |
|
|
2024
Q4 | $373K | Hold |
749
| – | – | 0.01% | 185 |
|
|
2024
Q3 | $387K | Sell |
749
-13
| -2% | -$6.72K | 0.01% | 180 |
|
|
2024
Q2 | $340K | Sell |
762
-4
| -0.5% | -$1.78K | 0.01% | 167 |
|
|
2024
Q1 | $326K | Buy |
+766
| New | +$326K | 0.01% | 166 |
|
|
2019
Q2 | – | Sell |
-16
| Closed | -$3K | – | 724 |
|
|
2019
Q1 | $3K | Buy |
+16
| New | +$3K | ﹤0.01% | 576 |
|