Linscomb Wealth’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 | $464K | Buy |
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|
2025
Q1 | $424K | Buy |
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|
2024
Q4 | $414K | Sell |
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|
2024
Q3 | $432K | Sell |
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|
2024
Q2 | $428K | Buy |
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|
2024
Q1 | $353K | Hold |
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|
2023
Q4 | $366K | Hold |
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|
2023
Q3 | $303K | Sell |
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|
2023
Q2 | $336K | Buy |
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|
2023
Q1 | $286K | Sell |
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|
2022
Q4 | $354K | Buy |
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|
2022
Q3 | $285K | Hold |
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|
2022
Q2 | $315K | Buy |
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|
2022
Q1 | $382K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $375K | Buy |
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