Financial & Tax Architects’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 | $7.4M | Buy |
14,037
+46
| +0.3% | +$24.3K | 1.8% | 16 |
|
|
2025
Q1 | $7.11M | Buy |
13,991
+2
| +0% | +$1.02K | 1.78% | 18 |
|
|
2024
Q4 | $6.97M | Buy |
13,989
+561
| +4% | +$279K | 1.77% | 13 |
|
|
2024
Q3 | $6.94M | Sell |
13,428
-1,112
| -8% | -$574K | 1.78% | 17 |
|
|
2024
Q2 | $6.48M | Buy |
14,540
+752
| +5% | +$335K | 1.74% | 14 |
|
|
2024
Q1 | $5.87M | Sell |
13,788
-20
| -0.1% | -$8.51K | 1.61% | 23 |
|
|
2023
Q4 | $6.08M | Sell |
13,808
-1,023
| -7% | -$451K | 1.8% | 16 |
|
|
2023
Q3 | $5.42M | Sell |
14,831
-104
| -0.7% | -$38K | 1.68% | 21 |
|
|
2023
Q2 | $5.99M | Buy |
14,935
+69
| +0.5% | +$27.7K | 1.85% | 11 |
|
|
2023
Q1 | $5.13M | Buy |
14,866
+423
| +3% | +$146K | 1.69% | 19 |
|
|
2022
Q4 | $5.32M | Sell |
14,443
-663
| -4% | -$244K | 1.81% | 11 |
|
|
2022
Q3 | $4.61M | Buy |
15,106
+860
| +6% | +$263K | 1.73% | 19 |
|
|
2022
Q2 | $4.8M | Buy |
14,246
+3,246
| +30% | +$1.09M | 1.82% | 16 |
|
|
2022
Q1 | $4.51M | Buy |
11,000
+1,136
| +12% | +$466K | 1.7% | 18 |
|
|
2021
Q4 | $4.66M | Sell |
9,864
-136
| -1% | -$64.2K | 1.9% | 13 |
|
|
2021
Q3 | $4.25M | Buy |
10,000
+1,512
| +18% | +$642K | 1.94% | 13 |
|
|
2021
Q2 | $3.48M | Buy |
8,488
+343
| +4% | +$141K | 1.71% | 15 |
|
|
2021
Q1 | $2.87M | Buy |
+8,145
| New | +$2.87M | 1.61% | 24 |
|