Kathleen S. Wright Associates’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 | $48.1K | Hold |
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|
2025
Q2 | $53.1K | Hold |
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|
2025
Q1 | $50.3K | Hold |
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|
2024
Q4 | $49.1K | Hold |
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|
2024
Q3 | $51.5K | Buy |
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|
2024
Q2 | $38.5K | Buy |
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|
2024
Q1 | $30K | Hold |
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|
2023
Q4 | $31.6K | Buy |
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|
2023
Q3 | $25.1K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $28K | Buy |
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|
2022
Q3 | $24K | Hold |
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|
2022
Q2 | $27K | Hold |
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|
2022
Q1 | $33K | Hold |
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|
2021
Q4 | $38K | Buy |
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