Fiduciary Family Office’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $753K | Sell |
1,429
-199
| -12% | -$105K | 0.25% | 84 |
|
|
2025
Q1 | $827K | Buy |
+1,628
| New | +$827K | 0.28% | 79 |
|
|
2024
Q4 | – | Sell |
-1,952
| Closed | -$1.01M | – | 209 |
|
|
2024
Q3 | $1.01M | Sell |
1,952
-1,055
| -35% | -$545K | 0.33% | 64 |
|
|
2024
Q2 | $1.34M | Sell |
3,007
-247
| -8% | -$110K | 0.53% | 43 |
|
|
2024
Q1 | $1.38M | Sell |
3,254
-107
| -3% | -$45.5K | 0.54% | 46 |
|
|
2023
Q4 | $1.48M | Buy |
+3,361
| New | +$1.48M | 0.65% | 27 |
|