Frazier Financial Advisors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.3K | Buy |
137
+14
| +11% | +$7.39K | 0.05% | 119 |
|
|
2025
Q1 | $62.6K | Buy |
123
+50
| +68% | +$25.4K | 0.05% | 118 |
|
|
2024
Q4 | $36.4K | Sell |
73
-7
| -9% | -$3.49K | 0.03% | 172 |
|
|
2024
Q3 | $41.4K | Sell |
80
-11
| -12% | -$5.69K | 0.03% | 161 |
|
|
2024
Q2 | $40.6K | Buy |
91
+2
| +2% | +$893 | 0.03% | 176 |
|
|
2024
Q1 | $37.9K | Buy |
89
+7
| +9% | +$2.98K | 0.03% | 180 |
|
|
2023
Q4 | $36.1K | Buy |
+82
| New | +$36.1K | 0.03% | 160 |
|