FPCP
Fort Point Capital Partners’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Buy |
3,290
+46
| +1% | +$24.3K | 0.13% | 94 |
|
|
2025
Q1 | $1.65M | Sell |
3,244
-135
| -4% | -$68.6K | 0.18% | 91 |
|
|
2024
Q4 | $1.68M | Buy |
3,379
+125
| +4% | +$62.2K | 0.18% | 88 |
|
|
2024
Q3 | $1.68M | Sell |
3,254
-15
| -0.5% | -$7.75K | 0.21% | 76 |
|
|
2024
Q2 | $1.46M | Sell |
3,269
-39
| -1% | -$17.4K | 0.18% | 88 |
|
|
2024
Q1 | $1.41M | Sell |
3,308
-105
| -3% | -$44.7K | 0.19% | 85 |
|
|
2023
Q4 | $1.5M | Buy |
3,413
+6
| +0.2% | +$2.64K | 0.21% | 73 |
|
|
2023
Q3 | $1.24M | Buy |
3,407
+3
| +0.1% | +$1.1K | 0.19% | 78 |
|
|
2023
Q2 | $1.36M | Buy |
3,404
+44
| +1% | +$17.6K | 0.19% | 74 |
|
|
2023
Q1 | $1.16M | Buy |
3,360
+83
| +3% | +$28.6K | 0.18% | 87 |
|
|
2022
Q4 | $1.1M | Buy |
3,277
+165
| +5% | +$55.3K | 0.17% | 84 |
|
|
2022
Q3 | $950K | Buy |
3,112
+115
| +4% | +$35.1K | 0.16% | 96 |
|
|
2022
Q2 | $1.01M | Buy |
2,997
+152
| +5% | +$51.2K | 0.16% | 90 |
|
|
2022
Q1 | $1.17M | Buy |
2,845
+332
| +13% | +$136K | 0.16% | 88 |
|
|
2021
Q4 | $1.19M | Buy |
2,513
+220
| +10% | +$104K | 0.16% | 87 |
|
|
2021
Q3 | $974K | Buy |
+2,293
| New | +$974K | 0.15% | 84 |
|