Empirical 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 | $2.51M | Buy |
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|
2025
Q2 | $2.51M | Buy |
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|
2025
Q1 | $2.18M | Buy |
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|
2024
Q4 | $1.63M | Buy |
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|
2024
Q3 | $1.62M | Sell |
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|
2024
Q2 | $1.46M | Buy |
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|
2024
Q1 | $1.26M | Buy |
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|
2023
Q4 | $860K | Buy |
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|
2023
Q3 | $692K | Sell |
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|
2023
Q2 | $777K | Buy |
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|
2023
Q1 | $626K | Buy |
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|
2022
Q4 | $604K | Sell |
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|
2022
Q3 | $569K | Sell |
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|
2022
Q2 | $637K | Buy |
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|
2022
Q1 | $302K | Buy |
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|
2021
Q4 | $309K | Sell |
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|
2021
Q3 | $279K | Sell |
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|
2021
Q2 | $289K | Buy |
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|
2021
Q1 | $236K | Hold |
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|
2020
Q4 | $220K | Buy |
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|
2020
Q3 | $236K | Hold |
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|
2020
Q2 | $216K | Buy |
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