FRA
Frank Rimerman Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.35M | Buy |
6,345
+801
| +14% | +$422K | 0.22% | 72 |
|
|
2025
Q1 | $2.82M | Sell |
5,544
-100
| -2% | -$50.8K | 0.22% | 74 |
|
|
2024
Q4 | $2.81M | Sell |
5,644
-1,272
| -18% | -$633K | 0.2% | 75 |
|
|
2024
Q3 | $3.57M | Buy |
6,916
+1,663
| +32% | +$859K | 0.25% | 62 |
|
|
2024
Q2 | $2.34M | Buy |
5,253
+5,240
| +40,308% | +$2.34M | 0.17% | 104 |
|
|
2024
Q1 | $5.53K | Hold |
13
| – | – | ﹤0.01% | 203 |
|
|
2023
Q4 | $5.73K | Buy |
+13
| New | +$5.73K | ﹤0.01% | 193 |
|
|
2022
Q4 | – | Sell |
-3,077
| Closed | -$940K | – | 101 |
|
|
2022
Q3 | $940K | Buy |
3,077
+7
| +0.2% | +$2.14K | 0.34% | 41 |
|
|
2022
Q2 | $1.03M | Buy |
3,070
+8
| +0.3% | +$2.7K | 0.4% | 33 |
|
|
2022
Q1 | $1.26M | Buy |
3,062
+10
| +0.3% | +$4.1K | 0.4% | 34 |
|
|
2021
Q4 | $1.44M | Buy |
3,052
+5
| +0.2% | +$2.36K | 0.48% | 27 |
|
|
2021
Q3 | $1.29M | Buy |
+3,047
| New | +$1.29M | 0.5% | 26 |
|