Gould Asset Management’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
Q2 | $313K | Sell |
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|
2025
Q1 | $309K | Hold |
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|
2024
Q4 | $303K | Hold |
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|
2024
Q3 | $314K | Sell |
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|
2024
Q2 | $285K | Buy |
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|
2024
Q1 | $259K | Hold |
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|
2023
Q4 | $268K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $206K | Buy |
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|
2022
Q2 | $203K | Hold |
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|
2022
Q1 | $247K | Buy |
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|
2021
Q4 | $282K | Buy |
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|
2021
Q3 | $216K | Hold |
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|
2021
Q2 | $209K | Buy |
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