Keebeck Wealth Management’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 | $1.44M | Buy |
2,723
+4
| +0.1% | +$2.11K | 0.19% | 118 |
|
|
2025
Q1 | $1.38M | Sell |
2,719
-45
| -2% | -$22.9K | 0.2% | 110 |
|
|
2024
Q4 | $1.38M | Sell |
2,764
-6
| -0.2% | -$2.99K | 0.2% | 109 |
|
|
2024
Q3 | $1.43M | Sell |
2,770
-40
| -1% | -$20.7K | 0.21% | 112 |
|
|
2024
Q2 | $1.25M | Sell |
2,810
-132
| -4% | -$58.9K | 0.18% | 121 |
|
|
2024
Q1 | $1.25M | Sell |
2,942
-51
| -2% | -$21.7K | 0.18% | 127 |
|
|
2023
Q4 | $1.32M | Sell |
2,993
-80
| -3% | -$35.2K | 0.22% | 112 |
|
|
2023
Q3 | $1.12M | Buy |
3,073
+73
| +2% | +$26.7K | 0.2% | 117 |
|
|
2023
Q2 | $1.2M | Buy |
3,000
+428
| +17% | +$172K | 0.17% | 113 |
|
|
2023
Q1 | $887K | Buy |
2,572
+335
| +15% | +$115K | 0.14% | 121 |
|
|
2022
Q4 | $749K | Buy |
2,237
+59
| +3% | +$19.8K | 0.13% | 125 |
|
|
2022
Q3 | $665K | Buy |
2,178
+276
| +15% | +$84.3K | 0.13% | 128 |
|
|
2022
Q2 | $641K | Buy |
1,902
+271
| +17% | +$91.3K | 0.12% | 131 |
|
|
2022
Q1 | $669K | Buy |
1,631
+313
| +24% | +$128K | 0.11% | 137 |
|
|
2021
Q4 | $622K | Buy |
1,318
+80
| +6% | +$37.8K | 0.11% | 130 |
|
|
2021
Q3 | $526K | Buy |
1,238
+181
| +17% | +$76.9K | 0.1% | 135 |
|
|
2021
Q2 | $434K | Buy |
1,057
+213
| +25% | +$87.5K | 0.06% | 176 |
|
|
2021
Q1 | $298K | Buy |
844
+17
| +2% | +$6K | 0.05% | 196 |
|
|
2020
Q4 | $272K | Buy |
827
+51
| +7% | +$16.8K | 0.05% | 188 |
|
|
2020
Q3 | $279K | Buy |
776
+60
| +8% | +$21.6K | 0.06% | 162 |
|
|
2020
Q2 | $235K | Buy |
+716
| New | +$235K | 0.07% | 147 |
|