GAG
GM Advisory Group’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
2,987
+14
| +0.5% | +$7.38K | 0.08% | 111 |
|
|
2025
Q1 | $1.51M | Buy |
2,973
+50
| +2% | +$25.4K | 0.08% | 101 |
|
|
2024
Q4 | $1.46M | Hold |
2,923
| – | – | 0.08% | 96 |
|
|
2024
Q3 | $1.51M | Buy |
2,923
+2
| +0.1% | +$1.03K | 0.09% | 90 |
|
|
2024
Q2 | $1.3M | Sell |
2,921
-6
| -0.2% | -$2.68K | 0.08% | 98 |
|
|
2024
Q1 | $1.25M | Buy |
2,927
+18
| +0.6% | +$7.66K | 0.09% | 98 |
|
|
2023
Q4 | $1.28M | Hold |
2,909
| – | – | 0.1% | 81 |
|
|
2023
Q3 | $1.06M | Sell |
2,909
-5
| -0.2% | -$1.83K | 0.09% | 81 |
|
|
2023
Q2 | $1.17M | Buy |
2,914
+5
| +0.2% | +$2K | 0.1% | 72 |
|
|
2023
Q1 | $1M | Buy |
2,909
+7
| +0.2% | +$2.41K | 0.09% | 77 |
|
|
2022
Q4 | $972K | Hold |
2,902
| – | – | 0.1% | 72 |
|
|
2022
Q3 | $886K | Buy |
2,902
+1,613
| +125% | +$492K | 0.11% | 71 |
|
|
2022
Q2 | $434K | Buy |
1,289
+25
| +2% | +$8.42K | 0.07% | 120 |
|
|
2022
Q1 | $518K | Buy |
1,264
+285
| +29% | +$117K | 0.06% | 121 |
|
|
2021
Q4 | $462K | Sell |
979
-253
| -21% | -$119K | 0.04% | 135 |
|
|
2021
Q3 | $523K | Hold |
1,232
| – | – | 0.05% | 123 |
|
|
2021
Q2 | $506K | Hold |
1,232
| – | – | 0.05% | 127 |
|
|
2021
Q1 | $435K | Hold |
1,232
| – | – | 0.05% | 128 |
|
|
2020
Q4 | $405K | Hold |
1,232
| – | – | 0.05% | 117 |
|
|
2020
Q3 | $444K | Hold |
1,232
| – | – | 0.07% | 101 |
|
|
2020
Q2 | $406K | Buy |
1,232
+199
| +19% | +$65.6K | 0.08% | 112 |
|
|
2020
Q1 | $253K | Hold |
1,033
| – | – | 0.07% | 103 |
|
|
2019
Q4 | $282K | Hold |
1,033
| – | – | 0.09% | 73 |
|
|
2019
Q3 | $253K | Hold |
1,033
| – | – | 0.08% | 90 |
|
|
2019
Q2 | $235K | Hold |
1,033
| – | – | 0.07% | 95 |
|
|
2019
Q1 | $217K | Buy |
+1,033
| New | +$217K | 0.07% | 98 |
|
|
2018
Q4 | – | Sell |
-1,033
| Closed | -$202K | – | 119 |
|
|
2018
Q3 | $202K | Hold |
1,033
| – | – | 0.06% | 110 |
|
|
2018
Q2 | $211K | Buy |
+1,033
| New | +$211K | 0.06% | 110 |
|
|
2018
Q1 | – | Sell |
-1,203
| Closed | -$204K | – | 135 |
|
|
2017
Q4 | $204K | Buy |
+1,203
| New | +$204K | 0.06% | 124 |
|