Financial & Tax Architects’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 | $7.09M | Buy |
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|
2025
Q2 | $7.4M | Buy |
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|
2025
Q1 | $7.11M | Buy |
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|
2024
Q4 | $6.97M | Buy |
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|
2024
Q3 | $6.94M | Sell |
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|
2024
Q2 | $6.48M | Buy |
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|
2024
Q1 | $5.87M | Sell |
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|
2023
Q4 | $6.08M | Sell |
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|
2023
Q3 | $5.42M | Sell |
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|
2023
Q2 | $5.99M | Buy |
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|
2023
Q1 | $5.13M | Buy |
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|
2022
Q4 | $5.32M | Sell |
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|
2022
Q3 | $4.61M | Buy |
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|
2022
Q2 | $4.8M | Buy |
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|
2022
Q1 | $4.51M | Buy |
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|
2021
Q4 | $4.66M | Sell |
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|
2021
Q3 | $4.25M | Buy |
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|
2021
Q2 | $3.48M | Buy |
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|
2021
Q1 | $2.87M | Buy |
|