Institute for Wealth Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $811K | Sell |
1,538
-61
| -4% | -$32.2K | 0.09% | 232 |
|
|
2025
Q1 | $813K | Buy |
1,599
+5
| +0.3% | +$2.54K | 0.1% | 222 |
|
|
2024
Q4 | $794K | Sell |
1,594
-10
| -0.6% | -$4.98K | 0.1% | 216 |
|
|
2024
Q3 | $829K | Sell |
1,604
-2
| -0.1% | -$1.03K | 0.1% | 211 |
|
|
2024
Q2 | $716K | Sell |
1,606
-89
| -5% | -$39.7K | 0.1% | 215 |
|
|
2024
Q1 | $721K | Buy |
1,695
+521
| +44% | +$222K | 0.09% | 216 |
|
|
2023
Q4 | $517K | Buy |
1,174
+16
| +1% | +$7.05K | 0.08% | 256 |
|
|
2023
Q3 | $423K | Hold |
1,158
| – | – | 0.08% | 281 |
|
|
2023
Q2 | $464K | Sell |
1,158
-27
| -2% | -$10.8K | 0.08% | 271 |
|
|
2023
Q1 | $409K | Buy |
1,185
+28
| +2% | +$9.65K | 0.08% | 289 |
|
|
2022
Q4 | $388K | Buy |
1,157
+128
| +12% | +$42.9K | 0.08% | 301 |
|
|
2022
Q3 | $314K | Hold |
1,029
| – | – | 0.07% | 328 |
|
|
2022
Q2 | $347K | Hold |
1,029
| – | – | 0.07% | 354 |
|
|
2022
Q1 | $422K | Buy |
1,029
+82
| +9% | +$33.6K | 0.07% | 325 |
|
|
2021
Q4 | $447K | Sell |
947
-38
| -4% | -$17.9K | 0.07% | 297 |
|
|
2021
Q3 | $419K | Buy |
985
+182
| +23% | +$77.4K | 0.07% | 301 |
|
|
2021
Q2 | $330K | Buy |
803
+87
| +12% | +$35.8K | 0.06% | 350 |
|
|
2021
Q1 | $253K | Buy |
+716
| New | +$253K | 0.05% | 393 |
|