Icon Wealth Advisors’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 | $2.42M | Buy |
4,590
+2,320
| +102% | +$1.22M | 0.17% | 94 |
|
|
2025
Q1 | $1.15M | Buy |
2,270
+29
| +1% | +$14.7K | 0.09% | 145 |
|
|
2024
Q4 | $1.12M | Sell |
2,241
-1,243
| -36% | -$619K | 0.09% | 144 |
|
|
2024
Q3 | $1.8M | Buy |
3,484
+1
| +0% | +$517 | 0.15% | 100 |
|
|
2024
Q2 | $1.69M | Buy |
3,483
+1,838
| +112% | +$891K | 0.15% | 105 |
|
|
2024
Q1 | $700K | Buy |
1,645
+1,328
| +419% | +$565K | 0.07% | 169 |
|
|
2023
Q4 | $140K | Buy |
+317
| New | +$140K | 0.01% | 372 |
|
|
2022
Q4 | $520K | Buy |
1,551
+16
| +1% | +$5.36K | 0.06% | 193 |
|
|
2022
Q3 | $469K | Buy |
+1,535
| New | +$469K | 0.06% | 190 |
|