Evermay 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 | $177K | Hold |
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|
2025
Q1 | $170K | Hold |
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|
2024
Q4 | $167K | Hold |
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|
2024
Q3 | $173K | Hold |
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|
2024
Q2 | $149K | Hold |
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|
2024
Q1 | $143K | Buy |
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|
2023
Q4 | $67.4K | Buy |
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|
2023
Q3 | $54.8K | Hold |
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|
2023
Q2 | $60.1K | Hold |
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|
2023
Q1 | $51.7K | Hold |
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|
2022
Q4 | $50.2K | Hold |
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|
2022
Q3 | $46K | Hold |
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|
2022
Q2 | $51K | Hold |
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|
2022
Q1 | $62K | Hold |
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|
2021
Q4 | $71K | Hold |
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|
2021
Q3 | $64K | Hold |
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|
2021
Q2 | $62K | Buy |
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