Legacy Wealth Management (Mississippi)’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 | $264K | Hold |
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|
2025
Q1 | $254K | Hold |
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|
2024
Q4 | $249K | Hold |
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|
2024
Q3 | $258K | Sell |
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|
2024
Q2 | $270K | Hold |
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|
2024
Q1 | $257K | Hold |
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|
2023
Q4 | $267K | Hold |
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|
2023
Q3 | $221K | Sell |
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|
2023
Q2 | $275K | Sell |
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|
2023
Q1 | $241K | Hold |
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|
2022
Q4 | $234K | Hold |
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|
2022
Q3 | $213K | Buy |
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|
2022
Q2 | $232K | Hold |
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|
2022
Q1 | $283K | Buy |
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|
2021
Q4 | $308K | Hold |
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|
2021
Q3 | $277K | Hold |
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|
2021
Q2 | $268K | Hold |
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|
2021
Q1 | $230K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $316K | Hold |
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|
2020
Q2 | $288K | Hold |
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|
2020
Q1 | $214K | Hold |
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|
2019
Q4 | $239K | Buy |
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