Kingsview 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 | $6.05M | Sell |
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|
2025
Q1 | $10.5M | Sell |
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|
2024
Q4 | $10.3M | Buy |
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|
2024
Q3 | $10.7M | Sell |
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|
2024
Q2 | $9.85M | Sell |
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|
2024
Q1 | $9.48M | Sell |
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|
2023
Q4 | $9.83M | Buy |
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|
2023
Q3 | $8.12M | Buy |
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|
2023
Q2 | $8.9M | Buy |
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|
2023
Q1 | $7.61M | Sell |
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|
2022
Q4 | $7.4M | Buy |
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|
2022
Q3 | $6.74M | Buy |
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|
2022
Q2 | $7.44M | Sell |
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|
2022
Q1 | $9.19M | Buy |
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|
2021
Q4 | $10.6M | Sell |
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|
2021
Q3 | $9.52M | Buy |
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|
2021
Q2 | $9.21M | Buy |
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|
2021
Q1 | $7.93M | Buy |
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|
2020
Q4 | $807K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $441K | Buy |
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