Heritage Wealth Management (Texas)’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 | $587K | Hold |
1,114
| – | – | 0.29% | 21 |
|
|
2025
Q1 | $566K | Sell |
1,114
-100
| -8% | -$50.8K | 0.33% | 20 |
|
|
2024
Q4 | $605K | Sell |
1,214
-50
| -4% | -$24.9K | 0.36% | 19 |
|
|
2024
Q3 | $653K | Sell |
1,264
-100
| -7% | -$51.7K | 0.38% | 19 |
|
|
2024
Q2 | $608K | Hold |
1,364
| – | – | 0.38% | 20 |
|
|
2024
Q1 | $580K | Sell |
1,364
-75
| -5% | -$31.9K | 0.38% | 23 |
|
|
2023
Q4 | $634K | Sell |
1,439
-146
| -9% | -$64.3K | 0.45% | 23 |
|
|
2023
Q3 | $579K | Buy |
1,585
+21
| +1% | +$7.67K | 0.53% | 16 |
|
|
2023
Q2 | $627K | Sell |
1,564
-143
| -8% | -$57.3K | 0.56% | 15 |
|
|
2023
Q1 | $589K | Sell |
1,707
-12
| -0.7% | -$4.14K | 0.57% | 15 |
|
|
2022
Q4 | $576K | Buy |
+1,719
| New | +$576K | 0.58% | 18 |
|