Fortress 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
Q3 | $3.38M | Buy |
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|
2025
Q2 | $3.66M | Hold |
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|
2025
Q1 | $3.52M | Sell |
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|
2024
Q4 | $3.46M | Sell |
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|
2024
Q3 | $3.59M | Sell |
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|
2024
Q2 | $3.11M | Buy |
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|
2024
Q1 | $2.96M | Buy |
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|
2023
Q4 | $3.06M | Buy |
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|
2023
Q3 | $2.54M | Buy |
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|
2023
Q2 | $2.78M | Hold |
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|
2023
Q1 | $2.39M | Hold |
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|
2022
Q4 | $2.32M | Hold |
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|
2022
Q3 | $2.12M | Hold |
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|
2022
Q2 | $2.34M | Hold |
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|
2022
Q1 | $2.85M | Hold |
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|
2021
Q4 | $3.27M | Buy |
|