GWM
GDS 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 | $16.9M | Buy |
32,036
+1,228
| +4% | +$648K | 1.23% | 31 |
|
|
2025
Q1 | $15.7M | Buy |
30,808
+1,753
| +6% | +$891K | 1.33% | 30 |
|
|
2024
Q4 | $14.5M | Buy |
29,055
+1,697
| +6% | +$845K | 1.32% | 35 |
|
|
2024
Q3 | $14.1M | Buy |
27,358
+1,801
| +7% | +$930K | 1.38% | 33 |
|
|
2024
Q2 | $11.4M | Buy |
25,557
+2,814
| +12% | +$1.26M | 1.25% | 39 |
|
|
2024
Q1 | $9.68M | Buy |
22,743
+2,510
| +12% | +$1.07M | 1.13% | 44 |
|
|
2023
Q4 | $8.91M | Buy |
20,233
+2,752
| +16% | +$1.21M | 1.2% | 37 |
|
|
2023
Q3 | $6.39M | Buy |
17,481
+1,557
| +10% | +$569K | 1% | 39 |
|
|
2023
Q2 | $6.38M | Buy |
15,924
+511
| +3% | +$205K | 1.04% | 37 |
|
|
2023
Q1 | $5.31M | Sell |
15,413
-1,372
| -8% | -$473K | 0.94% | 41 |
|
|
2022
Q4 | $5.62M | Sell |
16,785
-190
| -1% | -$63.6K | 1.07% | 36 |
|
|
2022
Q3 | $5.18M | Sell |
16,975
-565
| -3% | -$173K | 1.15% | 32 |
|
|
2022
Q2 | $5.91M | Buy |
17,540
+12,668
| +260% | +$4.27M | 1.33% | 29 |
|
|
2022
Q1 | $1.9M | Buy |
+4,872
| New | +$1.9M | 0.42% | 46 |
|