Marcum 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
Q1 | $973K | Buy |
|
|||||
|
2024
Q4 | $946K | Buy |
|
|||||
|
2024
Q3 | $974K | Sell |
|
|||||
|
2024
Q2 | $842K | Buy |
|
|||||
|
2024
Q1 | $781K | Sell |
|
|||||
|
2023
Q4 | $816K | Sell |
|
|||||
|
2023
Q3 | $714K | Buy |
|
|||||
|
2023
Q2 | $421K | Sell |
|
|||||
|
2023
Q1 | $719K | Buy |
|
|||||
|
2022
Q4 | $316K | Sell |
|
|||||
|
2022
Q3 | $332K | Buy |
|
|||||
|
2022
Q2 | $260K | Buy |
|
|||||
|
2022
Q1 | $274K | Buy |
|