LWM Advisory Services’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 | $607K | Buy |
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|
2025
Q1 | $511K | Hold |
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|
2024
Q4 | $500K | Sell |
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|
2024
Q3 | $526K | Sell |
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|
2024
Q2 | $779K | Buy |
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|
2024
Q1 | $495K | Sell |
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|
2023
Q4 | $517K | Sell |
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|
2023
Q3 | $434K | Hold |
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|
2023
Q2 | $474K | Sell |
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|
2023
Q1 | $412K | Sell |
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|
2022
Q4 | $481K | Sell |
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|
2022
Q3 | $715K | Buy |
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|
2022
Q2 | $334K | Sell |
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|
2022
Q1 | $926K | Buy |
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|
2021
Q4 | $837K | Buy |
|