FAM
Formidable Asset Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $714K | Sell |
1,355
-221
| -14% | -$117K | 0.12% | 163 |
|
|
2025
Q1 | $801K | Hold |
1,576
| – | – | 0.13% | 144 |
|
|
2024
Q4 | $785K | Sell |
1,576
-91
| -5% | -$45.3K | 0.13% | 149 |
|
|
2024
Q3 | $861K | Sell |
1,667
-208
| -11% | -$107K | 0.14% | 144 |
|
|
2024
Q2 | $836K | Sell |
1,875
-274
| -13% | -$122K | 0.14% | 150 |
|
|
2024
Q1 | $914K | Buy |
2,149
+60
| +3% | +$25.5K | 0.15% | 142 |
|
|
2023
Q4 | $920K | Sell |
2,089
-74
| -3% | -$32.6K | 0.19% | 97 |
|
|
2023
Q3 | $790K | Buy |
2,163
+175
| +9% | +$63.9K | 0.18% | 116 |
|
|
2023
Q2 | $797K | Sell |
1,988
-112
| -5% | -$44.9K | 0.17% | 110 |
|
|
2023
Q1 | $724K | Buy |
+2,100
| New | +$724K | 0.15% | 129 |
|