Institute for Wealth Management’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 | $768K | Buy |
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|
2025
Q2 | $811K | Sell |
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|
2025
Q1 | $813K | Buy |
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|
2024
Q4 | $794K | Sell |
|
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|
2024
Q3 | $829K | Sell |
|
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|
2024
Q2 | $716K | Sell |
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|
2024
Q1 | $721K | Buy |
|
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|
2023
Q4 | $517K | Buy |
|
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|
2023
Q3 | $423K | Hold |
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|
2023
Q2 | $464K | Sell |
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|
2023
Q1 | $409K | Buy |
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|
2022
Q4 | $388K | Buy |
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|
2022
Q3 | $314K | Hold |
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|
2022
Q2 | $347K | Hold |
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|
2022
Q1 | $422K | Buy |
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|
2021
Q4 | $447K | Sell |
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|
2021
Q3 | $419K | Buy |
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|
2021
Q2 | $330K | Buy |
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|
2021
Q1 | $253K | Buy |
|