HWG Holdings’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
Q4 | – | Sell |
-1,493
| Closed | -$727K | – | 56 |
|
|
2025
Q3 | $727K | Buy |
1,493
+73
| +5% | +$39.1K | 0.18% | 46 |
|
|
2025
Q2 | $749K | Sell |
1,420
-17
| -1% | -$8.48K | 0.22% | 40 |
|
|
2025
Q1 | $730K | Sell |
1,437
-45
| -3% | -$23K | 0.33% | 27 |
|
|
2024
Q4 | $738K | Sell |
1,482
-14
| -0.9% | -$7.1K | 0.24% | 37 |
|
|
2024
Q3 | $773K | Buy |
1,496
+1,435
| +2,352% | +$710K | 0.27% | 41 |
|
|
2024
Q2 | $27.2K | Buy |
+61
| New | +$26.2K | 0.01% | 67 |
|
|
2023
Q4 | $37.4K | Hold |
85
| – | – | 0.02% | 66 |
|
|
2023
Q3 | $31.1K | Hold |
85
| – | – | 0.02% | 70 |
|
|
2023
Q2 | $34.1K | Buy |
85
+24
| +39% | +$8.77K | 0.02% | 78 |
|
|
2023
Q1 | $21K | Hold |
61
| – | – | 0.01% | 75 |
|
|
2022
Q4 | $20K | Sell |
61
-2
| -3% | -$659 | 0.01% | 75 |
|
|
2022
Q3 | $19K | Buy |
+63
| New | +$22.5K | 0.01% | 70 |
|
|
2022
Q1 | $812K | Buy |
1,980
+515
| +35% | +$210K | 0.4% | 41 |
|
|
2021
Q4 | $691K | Buy |
+1,465
| New | +$670K | 0.3% | 49 |
|
|
2021
Q2 | $25K | Hold |
61
| – | – | 0.01% | 95 |
|
|
2021
Q1 | $22K | Sell |
61
-1,676
| -96% | -$558K | 0.01% | 75 |
|
|
2020
Q4 | $571K | Sell |
1,737
-1,479
| -46% | -$499K | 0.29% | 49 |
|
|
2020
Q3 | $1.16M | Sell |
3,216
-514
| -14% | -$181K | 1.03% | 24 |
|
|
2020
Q2 | $1.23M | Buy |
+3,730
| New | +$1.12M | 0.98% | 25 |
|
|
2019
Q4 | $878K | Buy |
3,215
+1,351
| +72% | +$351K | 0.72% | 29 |
|
|
2019
Q3 | $457K | Sell |
1,864
-365
| -16% | -$91.2K | 0.42% | 43 |
|
|
2019
Q2 | $508K | Buy |
+2,229
| New | +$487K | 0.49% | 46 |
|
Other funds holding SPGI
