EPG 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
Q2 | $1.14M | Buy |
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|
2025
Q1 | $1.03M | Buy |
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|
2024
Q4 | $914K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $707K | Buy |
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|
2023
Q2 | $698K | Buy |
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|
2023
Q1 | $569K | Buy |
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|
2022
Q4 | $215K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $219K | Buy |
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|
2021
Q4 | $234K | Buy |
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|
2021
Q3 | $210K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1K | Buy |
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