LW
Linscomb Wealth’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $464K | Buy |
881
+46
| +6% | +$24.2K | 0.02% | 237 |
|
|
2025
Q1 | $424K | Buy |
835
+4
| +0.5% | +$2.03K | 0.02% | 235 |
|
|
2024
Q4 | $414K | Sell |
831
-5
| -0.6% | -$2.49K | 0.02% | 232 |
|
|
2024
Q3 | $432K | Sell |
836
-123
| -13% | -$63.5K | 0.02% | 227 |
|
|
2024
Q2 | $428K | Buy |
959
+128
| +15% | +$57.1K | 0.02% | 223 |
|
|
2024
Q1 | $353K | Hold |
831
| – | – | 0.02% | 233 |
|
|
2023
Q4 | $366K | Hold |
831
| – | – | 0.02% | 228 |
|
|
2023
Q3 | $303K | Sell |
831
-7
| -0.8% | -$2.56K | 0.02% | 239 |
|
|
2023
Q2 | $336K | Buy |
838
+7
| +0.8% | +$2.81K | 0.02% | 238 |
|
|
2023
Q1 | $286K | Sell |
831
-225
| -21% | -$77.5K | 0.02% | 258 |
|
|
2022
Q4 | $354K | Buy |
1,056
+122
| +13% | +$40.9K | 0.02% | 259 |
|
|
2022
Q3 | $285K | Hold |
934
| – | – | 0.02% | 243 |
|
|
2022
Q2 | $315K | Buy |
934
+3
| +0.3% | +$1.01K | 0.02% | 238 |
|
|
2022
Q1 | $382K | Buy |
+931
| New | +$382K | 0.02% | 252 |
|
|
2020
Q1 | – | Sell |
-1,375
| Closed | -$375K | – | 418 |
|
|
2019
Q4 | $375K | Buy |
+1,375
| New | +$375K | 0.02% | 346 |
|