Journey Strategic Wealth’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 | $1.06M | Buy |
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|
2025
Q2 | $997K | Buy |
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|
2025
Q1 | $661K | Buy |
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|
2024
Q4 | $645K | Sell |
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|
2024
Q3 | $679K | Buy |
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|
2024
Q2 | $545K | Buy |
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|
2024
Q1 | $220K | Sell |
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|
2023
Q4 | $243K | Sell |
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|
2023
Q3 | $242K | Hold |
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|
2023
Q2 | $265K | Sell |
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|
2023
Q1 | $328K | Sell |
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|
2022
Q4 | $365K | Buy |
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|
2022
Q3 | $277K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $323K | Buy |
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|
2021
Q4 | $281K | Buy |
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