Gerber Kawasaki Wealth & Investment 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 | $282K | Buy |
534
+33
| +7% | +$17.4K | 0.01% | 267 |
|
|
2025
Q1 | $255K | Buy |
501
+9
| +2% | +$4.58K | 0.01% | 268 |
|
|
2024
Q4 | $245K | Buy |
492
+34
| +7% | +$16.9K | 0.01% | 249 |
|
|
2024
Q3 | $237K | Hold |
458
| – | – | 0.01% | 257 |
|
|
2024
Q2 | $204K | Buy |
+458
| New | +$204K | 0.01% | 268 |
|
|
2024
Q1 | – | Sell |
-458
| Closed | -$202K | – | 295 |
|
|
2023
Q4 | $202K | Buy |
+458
| New | +$202K | 0.01% | 250 |
|
|
2023
Q3 | – | Sell |
-626
| Closed | -$251K | – | 267 |
|
|
2023
Q2 | $251K | Buy |
626
+10
| +2% | +$4.01K | 0.02% | 220 |
|
|
2023
Q1 | $212K | Hold |
616
| – | – | 0.02% | 230 |
|
|
2022
Q4 | $206K | Buy |
+616
| New | +$206K | 0.02% | 233 |
|
|
2022
Q3 | – | Sell |
-610
| Closed | -$205K | – | 256 |
|
|
2022
Q2 | $205K | Hold |
610
| – | – | 0.02% | 227 |
|
|
2022
Q1 | $250K | Hold |
610
| – | – | 0.02% | 228 |
|
|
2021
Q4 | $287K | Buy |
610
+608
| +30,400% | +$286K | 0.02% | 214 |
|
|
2021
Q3 | $2K | Sell |
2
-609
| -100% | -$609K | ﹤0.01% | 921 |
|
|
2021
Q2 | $250K | Buy |
611
+1
| +0.2% | +$409 | 0.03% | 212 |
|
|
2021
Q1 | $215K | Sell |
610
-121
| -17% | -$42.6K | 0.03% | 196 |
|
|
2020
Q4 | $240K | Buy |
+731
| New | +$240K | 0.03% | 153 |
|