Legacy Wealth Asset 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
Q4 | $1.15M | Buy |
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|
2025
Q3 | $1.03M | Buy |
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|
2025
Q2 | $818K | Sell |
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|
2025
Q1 | $790K | Sell |
|
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|
2024
Q4 | $797K | Sell |
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|
2024
Q3 | $846K | Sell |
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|
2024
Q2 | $739K | Sell |
|
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|
2024
Q1 | $1.87M | Sell |
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|
2023
Q4 | $1.94M | Sell |
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|
2023
Q3 | $1.61M | Sell |
|
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|
2023
Q2 | $1.78M | Buy |
|
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|
2023
Q1 | $1.27M | Sell |
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|
2022
Q4 | $1.23M | Buy |
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|
2022
Q3 | $1.12M | Buy |
|
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|
2022
Q2 | $792K | Buy |
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|
2022
Q1 | $951K | Buy |
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|
2021
Q4 | $1.06M | Buy |
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|
2021
Q3 | $937K | Buy |
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|
2021
Q2 | $902K | Buy |
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|
2021
Q1 | $759K | Buy |
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|
2020
Q4 | $686K | Buy |
|