Heritage Wealth Management (Texas)’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 | $542K | Hold |
|
|||||
|
2025
Q2 | $587K | Hold |
|
|||||
|
2025
Q1 | $566K | Sell |
|
|||||
|
2024
Q4 | $605K | Sell |
|
|||||
|
2024
Q3 | $653K | Sell |
|
|||||
|
2024
Q2 | $608K | Hold |
|
|||||
|
2024
Q1 | $580K | Sell |
|
|||||
|
2023
Q4 | $634K | Sell |
|
|||||
|
2023
Q3 | $579K | Buy |
|
|||||
|
2023
Q2 | $627K | Sell |
|
|||||
|
2023
Q1 | $589K | Sell |
|
|||||
|
2022
Q4 | $576K | Buy |
|