FWM
Fortress Wealth Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.66M | Hold |
6,937
| – | – | 1.76% | 15 |
|
|
2025
Q1 | $3.52M | Sell |
6,937
-10
| -0.1% | -$5.08K | 1.83% | 15 |
|
|
2024
Q4 | $3.46M | Sell |
6,947
-9
| -0.1% | -$4.48K | 1.68% | 17 |
|
|
2024
Q3 | $3.59M | Sell |
6,956
-16
| -0.2% | -$8.27K | 1.8% | 14 |
|
|
2024
Q2 | $3.11M | Buy |
6,972
+7
| +0.1% | +$3.12K | 1.59% | 19 |
|
|
2024
Q1 | $2.96M | Buy |
6,965
+22
| +0.3% | +$9.36K | 1.53% | 19 |
|
|
2023
Q4 | $3.06M | Buy |
6,943
+1
| +0% | +$441 | 1.67% | 19 |
|
|
2023
Q3 | $2.54M | Buy |
6,942
+5
| +0.1% | +$1.83K | 1.64% | 17 |
|
|
2023
Q2 | $2.78M | Hold |
6,937
| – | – | 1.8% | 15 |
|
|
2023
Q1 | $2.39M | Hold |
6,937
| – | – | 1.68% | 19 |
|
|
2022
Q4 | $2.32M | Hold |
6,937
| – | – | 1.93% | 17 |
|
|
2022
Q3 | $2.12M | Hold |
6,937
| – | – | 2.15% | 16 |
|
|
2022
Q2 | $2.34M | Hold |
6,937
| – | – | 2.2% | 18 |
|
|
2022
Q1 | $2.85M | Hold |
6,937
| – | – | 2.18% | 15 |
|
|
2021
Q4 | $3.27M | Buy |
+6,937
| New | +$3.27M | 2.46% | 13 |
|