LAS
LWM Advisory Services’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $607K | Buy |
1,151
+147
| +15% | +$77.5K | 0.42% | 41 |
|
|
2025
Q1 | $511K | Hold |
1,004
| – | – | 0.35% | 52 |
|
|
2024
Q4 | $500K | Sell |
1,004
-14
| -1% | -$6.97K | 0.35% | 52 |
|
|
2024
Q3 | $526K | Sell |
1,018
-1,865
| -65% | -$963K | 0.39% | 46 |
|
|
2024
Q2 | $779K | Buy |
2,883
+1,719
| +148% | +$465K | 0.65% | 31 |
|
|
2024
Q1 | $495K | Sell |
1,164
-9
| -0.8% | -$3.83K | 0.4% | 45 |
|
|
2023
Q4 | $517K | Sell |
1,173
-14
| -1% | -$6.17K | 0.45% | 40 |
|
|
2023
Q3 | $434K | Hold |
1,187
| – | – | 0.47% | 41 |
|
|
2023
Q2 | $474K | Sell |
1,187
-6
| -0.5% | -$2.4K | 0.5% | 35 |
|
|
2023
Q1 | $412K | Sell |
1,193
-224
| -16% | -$77.3K | 0.44% | 45 |
|
|
2022
Q4 | $481K | Sell |
1,417
-897
| -39% | -$304K | 0.53% | 38 |
|
|
2022
Q3 | $715K | Buy |
2,314
+1,326
| +134% | +$410K | 0.81% | 34 |
|
|
2022
Q2 | $334K | Sell |
988
-1,269
| -56% | -$429K | 0.4% | 75 |
|
|
2022
Q1 | $926K | Buy |
2,257
+483
| +27% | +$198K | 1.15% | 15 |
|
|
2021
Q4 | $837K | Buy |
+1,774
| New | +$837K | 1.04% | 22 |
|