EWM
Empirical 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 | $2.51M | Buy |
4,758
+473
| +11% | +$249K | 0.06% | 205 |
|
|
2025
Q1 | $2.18M | Buy |
4,285
+1,015
| +31% | +$516K | 0.06% | 201 |
|
|
2024
Q4 | $1.63M | Buy |
3,270
+135
| +4% | +$67.2K | 0.04% | 219 |
|
|
2024
Q3 | $1.62M | Sell |
3,135
-136
| -4% | -$70.3K | 0.05% | 208 |
|
|
2024
Q2 | $1.46M | Buy |
3,271
+321
| +11% | +$143K | 0.04% | 218 |
|
|
2024
Q1 | $1.26M | Buy |
2,950
+997
| +51% | +$424K | 0.04% | 231 |
|
|
2023
Q4 | $860K | Buy |
1,953
+60
| +3% | +$26.4K | 0.03% | 255 |
|
|
2023
Q3 | $692K | Sell |
1,893
-46
| -2% | -$16.8K | 0.03% | 262 |
|
|
2023
Q2 | $777K | Buy |
1,939
+123
| +7% | +$49.3K | 0.03% | 251 |
|
|
2023
Q1 | $626K | Buy |
1,816
+12
| +0.7% | +$4.14K | 0.03% | 292 |
|
|
2022
Q4 | $604K | Sell |
1,804
-61
| -3% | -$20.4K | 0.03% | 280 |
|
|
2022
Q3 | $569K | Sell |
1,865
-24
| -1% | -$7.32K | 0.03% | 276 |
|
|
2022
Q2 | $637K | Buy |
1,889
+1,153
| +157% | +$389K | 0.03% | 263 |
|
|
2022
Q1 | $302K | Buy |
736
+81
| +12% | +$33.2K | 0.02% | 403 |
|
|
2021
Q4 | $309K | Sell |
655
-2
| -0.3% | -$944 | 0.02% | 416 |
|
|
2021
Q3 | $279K | Sell |
657
-47
| -7% | -$20K | 0.02% | 390 |
|
|
2021
Q2 | $289K | Buy |
704
+35
| +5% | +$14.4K | 0.02% | 377 |
|
|
2021
Q1 | $236K | Hold |
669
| – | – | 0.02% | 349 |
|
|
2020
Q4 | $220K | Buy |
669
+14
| +2% | +$4.6K | 0.02% | 327 |
|
|
2020
Q3 | $236K | Hold |
655
| – | – | 0.02% | 308 |
|
|
2020
Q2 | $216K | Buy |
+655
| New | +$216K | 0.02% | 306 |
|