Geller Advisors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $842K | Buy |
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|
2024
Q3 | $852K | Sell |
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|
2024
Q2 | $1.3M | Buy |
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|
2024
Q1 | $1.23M | Buy |
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|
2023
Q4 | $1.25M | Buy |
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|
2023
Q3 | $1.02M | Sell |
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|
2023
Q2 | $1.15M | Buy |
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|
2023
Q1 | $581K | Buy |
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|
2022
Q4 | $496K | Buy |
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|
2022
Q3 | $444K | Sell |
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|
2022
Q2 | $491K | Sell |
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|
2022
Q1 | $703K | Buy |
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|
2021
Q4 | $396K | Buy |
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|
2021
Q3 | $356K | Buy |
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|
2021
Q2 | $316K | Hold |
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|
2021
Q1 | $272K | Buy |
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|
2020
Q4 | $254K | Hold |
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|
2020
Q3 | $245K | Sell |
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|
2020
Q2 | $232K | Buy |
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