GeoWealth Management’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 | $1.25M | Sell |
2,367
-1,171
| -33% | -$617K | 0.05% | 215 |
|
|
2025
Q1 | $1.8M | Sell |
3,538
-1,057
| -23% | -$537K | 0.07% | 156 |
|
|
2024
Q4 | $2.29M | Buy |
4,595
+578
| +14% | +$288K | 0.07% | 173 |
|
|
2024
Q3 | $2.08M | Sell |
4,017
-5
| -0.1% | -$2.58K | 0.07% | 179 |
|
|
2024
Q2 | $1.79M | Buy |
4,022
+986
| +32% | +$440K | 0.08% | 173 |
|
|
2024
Q1 | $1.29M | Buy |
3,036
+1,141
| +60% | +$485K | 0.05% | 243 |
|
|
2023
Q4 | $834K | Buy |
1,895
+1,863
| +5,822% | +$820K | 0.07% | 237 |
|
|
2023
Q3 | $12K | Sell |
32
-2,591
| -99% | -$972K | ﹤0.01% | 448 |
|
|
2023
Q2 | $1.05M | Buy |
+2,623
| New | +$1.05M | 0.11% | 120 |
|
|
2022
Q3 | – | Sell |
-1,299
| Closed | -$438K | – | 374 |
|
|
2022
Q2 | $438K | Buy |
1,299
+142
| +12% | +$47.9K | 0.06% | 168 |
|
|
2022
Q1 | $476K | Buy |
1,157
+37
| +3% | +$15.2K | 0.04% | 211 |
|
|
2021
Q4 | $528K | Sell |
1,120
-39
| -3% | -$18.4K | 0.04% | 206 |
|
|
2021
Q3 | $492K | Buy |
+1,159
| New | +$492K | 0.04% | 218 |
|