HWM
Hohimer Wealth Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,721
| Closed | -$1.16M | – | 256 |
|
|
2024
Q1 | $1.16M | Buy |
2,721
+440
| +19% | +$187K | 0.27% | 100 |
|
|
2023
Q4 | $1M | Sell |
2,281
-176
| -7% | -$77.5K | 0.25% | 114 |
|
|
2023
Q3 | $898K | Buy |
2,457
+27
| +1% | +$9.87K | 0.26% | 108 |
|
|
2023
Q2 | $974K | Sell |
2,430
-59
| -2% | -$23.7K | 0.27% | 98 |
|
|
2023
Q1 | $858K | Sell |
2,489
-70
| -3% | -$24.1K | 0.25% | 107 |
|
|
2022
Q4 | $857K | Sell |
2,559
-206
| -7% | -$69K | 0.27% | 76 |
|
|
2022
Q3 | $844K | Sell |
2,765
-2
| -0.1% | -$610 | 0.27% | 98 |
|
|
2022
Q2 | $933K | Sell |
2,767
-484
| -15% | -$163K | 0.28% | 94 |
|
|
2022
Q1 | $1.33M | Sell |
3,251
-50
| -2% | -$20.5K | 0.26% | 106 |
|
|
2021
Q4 | $1.56M | Buy |
3,301
+4
| +0.1% | +$1.89K | 0.33% | 95 |
|
|
2021
Q3 | $1.4M | Buy |
3,297
+38
| +1% | +$16.1K | 0.29% | 102 |
|
|
2021
Q2 | $1.34M | Buy |
3,259
+241
| +8% | +$98.9K | 0.27% | 104 |
|
|
2021
Q1 | $1.07M | Buy |
+3,018
| New | +$1.07M | 0.26% | 107 |
|