Marcum Wealth’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $973K | Buy |
1,914
+14
| +0.7% | +$7.11K | 0.08% | 117 |
|
|
2024
Q4 | $946K | Buy |
1,900
+14
| +0.7% | +$6.97K | 0.08% | 118 |
|
|
2024
Q3 | $974K | Sell |
1,886
-1
| -0.1% | -$517 | 0.09% | 115 |
|
|
2024
Q2 | $842K | Buy |
1,887
+52
| +3% | +$23.2K | 0.08% | 123 |
|
|
2024
Q1 | $781K | Sell |
1,835
-17
| -0.9% | -$7.23K | 0.08% | 131 |
|
|
2023
Q4 | $816K | Sell |
1,852
-102
| -5% | -$44.9K | 0.09% | 120 |
|
|
2023
Q3 | $714K | Buy |
1,954
+904
| +86% | +$330K | 0.09% | 122 |
|
|
2023
Q2 | $421K | Sell |
1,050
-1,036
| -50% | -$415K | 0.05% | 200 |
|
|
2023
Q1 | $719K | Buy |
2,086
+1,142
| +121% | +$394K | 0.09% | 131 |
|
|
2022
Q4 | $316K | Sell |
944
-143
| -13% | -$47.9K | 0.04% | 230 |
|
|
2022
Q3 | $332K | Buy |
1,087
+316
| +41% | +$96.5K | 0.05% | 222 |
|
|
2022
Q2 | $260K | Buy |
771
+103
| +15% | +$34.7K | 0.04% | 257 |
|
|
2022
Q1 | $274K | Buy |
+668
| New | +$274K | 0.04% | 259 |
|