HB Wealth 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
Q3 | $9.29M | Sell |
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|
2025
Q2 | $10.1M | Sell |
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|
2025
Q1 | $10M | Buy |
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|
2024
Q4 | $3.76M | Buy |
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|
2024
Q3 | $3.18M | Buy |
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|
2024
Q2 | $2.44M | Buy |
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|
2024
Q1 | $1.87M | Buy |
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|
2023
Q4 | $1.88M | Buy |
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|
2023
Q3 | $1.53M | Buy |
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|
2023
Q2 | $1.29M | Buy |
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|
2023
Q1 | $970K | Sell |
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|
2022
Q4 | $1.08M | Buy |
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|
2022
Q3 | $967K | Buy |
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|
2022
Q2 | $941K | Buy |
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|
2022
Q1 | $879K | Buy |
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|
2021
Q4 | $909K | Buy |
|