GAM
Gould Asset Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Sell |
593
-15
| -2% | -$7.91K | 0.06% | 133 |
|
|
2025
Q1 | $309K | Hold |
608
| – | – | 0.06% | 129 |
|
|
2024
Q4 | $303K | Hold |
608
| – | – | 0.06% | 129 |
|
|
2024
Q3 | $314K | Sell |
608
-30
| -5% | -$15.5K | 0.07% | 128 |
|
|
2024
Q2 | $285K | Buy |
638
+30
| +5% | +$13.4K | 0.07% | 129 |
|
|
2024
Q1 | $259K | Hold |
608
| – | – | 0.06% | 137 |
|
|
2023
Q4 | $268K | Buy |
+608
| New | +$268K | 0.07% | 129 |
|
|
2022
Q4 | – | Sell |
-673
| Closed | -$206K | – | 162 |
|
|
2022
Q3 | $206K | Buy |
673
+70
| +12% | +$21.4K | 0.07% | 121 |
|
|
2022
Q2 | $203K | Hold |
603
| – | – | 0.07% | 134 |
|
|
2022
Q1 | $247K | Buy |
603
+5
| +0.8% | +$2.05K | 0.07% | 123 |
|
|
2021
Q4 | $282K | Buy |
598
+90
| +18% | +$42.4K | 0.08% | 114 |
|
|
2021
Q3 | $216K | Hold |
508
| – | – | 0.07% | 123 |
|
|
2021
Q2 | $209K | Buy |
+508
| New | +$209K | 0.06% | 142 |
|