Financial Network 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
Q1 | $380K | Sell |
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|
2024
Q4 | $443K | Hold |
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|
2024
Q3 | $460K | Buy |
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|
2024
Q2 | $356K | Buy |
|
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $352K | Hold |
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|
2023
Q3 | $293K | Hold |
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|
2023
Q2 | $313K | Hold |
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|
2023
Q1 | $276K | Hold |
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|
2022
Q4 | $268K | Sell |
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|
2022
Q3 | $252K | Buy |
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|
2022
Q2 | $270K | Hold |
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|
2022
Q1 | $328K | Hold |
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|
2021
Q4 | $378K | Hold |
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|
2021
Q3 | $340K | Hold |
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|
2021
Q2 | $328K | Hold |
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|
2021
Q1 | $282K | Buy |
|