HB Wealth 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 | $10.1M | Sell |
19,121
-656
| -3% | -$346K | 0.08% | 135 |
|
|
2025
Q1 | $10M | Buy |
19,777
+12,235
| +162% | +$6.22M | 0.08% | 126 |
|
|
2024
Q4 | $3.76M | Buy |
7,542
+1,391
| +23% | +$693K | 0.04% | 194 |
|
|
2024
Q3 | $3.18M | Buy |
6,151
+675
| +12% | +$349K | 0.03% | 215 |
|
|
2024
Q2 | $2.44M | Buy |
5,476
+1,083
| +25% | +$483K | 0.03% | 234 |
|
|
2024
Q1 | $1.87M | Buy |
4,393
+128
| +3% | +$54.5K | 0.02% | 261 |
|
|
2023
Q4 | $1.88M | Buy |
4,265
+85
| +2% | +$37.4K | 0.03% | 237 |
|
|
2023
Q3 | $1.53M | Buy |
4,180
+970
| +30% | +$354K | 0.02% | 249 |
|
|
2023
Q2 | $1.29M | Buy |
3,210
+396
| +14% | +$159K | 0.02% | 256 |
|
|
2023
Q1 | $970K | Sell |
2,814
-419
| -13% | -$144K | 0.02% | 292 |
|
|
2022
Q4 | $1.08M | Buy |
3,233
+66
| +2% | +$22.1K | 0.02% | 270 |
|
|
2022
Q3 | $967K | Buy |
3,167
+376
| +13% | +$115K | 0.02% | 261 |
|
|
2022
Q2 | $941K | Buy |
2,791
+648
| +30% | +$218K | 0.02% | 255 |
|
|
2022
Q1 | $879K | Buy |
2,143
+216
| +11% | +$88.6K | 0.02% | 281 |
|
|
2021
Q4 | $909K | Buy |
+1,927
| New | +$909K | 0.02% | 250 |
|