LGWM
Litman Gregory Wealth Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.77M | Sell |
12,846
-101
| -0.8% | -$53.3K | 0.53% | 40 |
|
|
2025
Q1 | $6.58M | Buy |
12,947
+2,737
| +27% | +$1.39M | 0.56% | 39 |
|
|
2024
Q4 | $5.09M | Sell |
10,210
-186
| -2% | -$92.6K | 0.44% | 42 |
|
|
2024
Q3 | $5.37M | Sell |
10,396
-128
| -1% | -$66.1K | 0.45% | 41 |
|
|
2024
Q2 | $4.69M | Buy |
10,524
+10
| +0.1% | +$4.46K | 0.42% | 43 |
|
|
2024
Q1 | $4.47M | Buy |
10,514
+106
| +1% | +$45.1K | 0.41% | 44 |
|
|
2023
Q4 | $4.58M | Sell |
10,408
-6
| -0.1% | -$2.64K | 0.44% | 42 |
|
|
2023
Q3 | $3.81M | Buy |
+10,414
| New | +$3.81M | 0.39% | 44 |
|