EWM
Evermay 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 | $177K | Hold |
335
| – | – | 0.02% | 205 |
|
|
2025
Q1 | $170K | Hold |
335
| – | – | 0.02% | 205 |
|
|
2024
Q4 | $167K | Hold |
335
| – | – | 0.03% | 211 |
|
|
2024
Q3 | $173K | Hold |
335
| – | – | 0.03% | 209 |
|
|
2024
Q2 | $149K | Hold |
335
| – | – | 0.02% | 219 |
|
|
2024
Q1 | $143K | Buy |
335
+182
| +119% | +$77.4K | 0.02% | 230 |
|
|
2023
Q4 | $67.4K | Buy |
153
+3
| +2% | +$1.32K | 0.01% | 298 |
|
|
2023
Q3 | $54.8K | Hold |
150
| – | – | 0.01% | 294 |
|
|
2023
Q2 | $60.1K | Hold |
150
| – | – | 0.01% | 294 |
|
|
2023
Q1 | $51.7K | Hold |
150
| – | – | 0.01% | 298 |
|
|
2022
Q4 | $50.2K | Hold |
150
| – | – | 0.01% | 296 |
|
|
2022
Q3 | $46K | Hold |
150
| – | – | 0.01% | 290 |
|
|
2022
Q2 | $51K | Hold |
150
| – | – | 0.01% | 278 |
|
|
2022
Q1 | $62K | Hold |
150
| – | – | 0.01% | 286 |
|
|
2021
Q4 | $71K | Hold |
150
| – | – | 0.01% | 248 |
|
|
2021
Q3 | $64K | Hold |
150
| – | – | 0.01% | 244 |
|
|
2021
Q2 | $62K | Buy |
+150
| New | +$62K | 0.01% | 262 |
|