GGM Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $235K | Hold |
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|
2024
Q4 | $244K | Hold |
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|
2024
Q3 | $253K | Hold |
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|
2024
Q2 | $219K | Hold |
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|
2024
Q1 | $213K | Sell |
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|
2023
Q4 | $978K | Hold |
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|
2023
Q3 | $800K | Hold |
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|
2023
Q2 | $868K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $762K | Hold |
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|
2022
Q3 | $683K | Hold |
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|
2022
Q2 | $757K | Hold |
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|
2022
Q1 | $865K | Buy |
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