GA
Geller Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $842K | Buy |
1,691
+42
| +3% | +$20.9K | 0.06% | 78 |
|
|
2024
Q3 | $852K | Sell |
1,649
-1,256
| -43% | -$649K | 0.06% | 87 |
|
|
2024
Q2 | $1.3M | Buy |
2,905
+14
| +0.5% | +$6.24K | 0.1% | 59 |
|
|
2024
Q1 | $1.23M | Buy |
2,891
+55
| +2% | +$23.4K | 0.1% | 61 |
|
|
2023
Q4 | $1.25M | Buy |
2,836
+55
| +2% | +$24.2K | 0.12% | 52 |
|
|
2023
Q3 | $1.02M | Sell |
2,781
-85
| -3% | -$31.1K | 0.12% | 55 |
|
|
2023
Q2 | $1.15M | Buy |
2,866
+1,180
| +70% | +$473K | 0.14% | 45 |
|
|
2023
Q1 | $581K | Buy |
1,686
+205
| +14% | +$70.7K | 0.09% | 55 |
|
|
2022
Q4 | $496K | Buy |
1,481
+26
| +2% | +$8.71K | 0.08% | 55 |
|
|
2022
Q3 | $444K | Sell |
1,455
-2
| -0.1% | -$610 | 0.1% | 55 |
|
|
2022
Q2 | $491K | Sell |
1,457
-256
| -15% | -$86.3K | 0.1% | 53 |
|
|
2022
Q1 | $703K | Buy |
1,713
+873
| +104% | +$358K | 0.13% | 43 |
|
|
2021
Q4 | $396K | Buy |
840
+2
| +0.2% | +$943 | 0.08% | 78 |
|
|
2021
Q3 | $356K | Buy |
838
+67
| +9% | +$28.5K | 0.08% | 86 |
|
|
2021
Q2 | $316K | Hold |
771
| – | – | 0.07% | 88 |
|
|
2021
Q1 | $272K | Buy |
771
+91
| +13% | +$32.1K | 0.06% | 86 |
|
|
2020
Q4 | $254K | Hold |
680
| – | – | 0.06% | 90 |
|
|
2020
Q3 | $245K | Sell |
680
-24
| -3% | -$8.65K | 0.07% | 67 |
|
|
2020
Q2 | $232K | Buy |
+704
| New | +$232K | 0.07% | 68 |
|