Everhart Financial Group’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 | $1.48M | Buy |
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|
2025
Q2 | $1.57M | Buy |
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|
2025
Q1 | $1.12M | Buy |
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|
2024
Q4 | $1.04M | Sell |
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|
2024
Q3 | $1.12M | Buy |
|
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|
2024
Q2 | $794K | Buy |
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|
2024
Q1 | $632K | Buy |
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|
2023
Q4 | $603K | Buy |
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|
2023
Q3 | $277K | Sell |
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|
2023
Q2 | $483K | Buy |
|
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|
2023
Q1 | $224K | Sell |
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|
2022
Q4 | $234K | Sell |
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|
2022
Q3 | $329K | Buy |
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|
2022
Q2 | $312K | Buy |
|