Keebeck 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
Q2 | $1.44M | Buy |
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|
2025
Q1 | $1.38M | Sell |
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|
2024
Q4 | $1.38M | Sell |
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|
2024
Q3 | $1.43M | Sell |
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|
2024
Q2 | $1.25M | Sell |
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|
2024
Q1 | $1.25M | Sell |
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|
2023
Q4 | $1.32M | Sell |
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|
2023
Q3 | $1.12M | Buy |
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|
2023
Q2 | $1.2M | Buy |
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|
2023
Q1 | $887K | Buy |
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|
2022
Q4 | $749K | Buy |
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|
2022
Q3 | $665K | Buy |
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|
2022
Q2 | $641K | Buy |
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|
2022
Q1 | $669K | Buy |
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|
2021
Q4 | $622K | Buy |
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|
2021
Q3 | $526K | Buy |
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|
2021
Q2 | $434K | Buy |
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|
2021
Q1 | $298K | Buy |
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|
2020
Q4 | $272K | Buy |
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|
2020
Q3 | $279K | Buy |
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|
2020
Q2 | $235K | Buy |
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