Marks Group Wealth Management’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 | $9.76M | Buy |
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|
2025
Q1 | $9.37M | Buy |
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|
2024
Q4 | $8.96M | Buy |
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|
2024
Q3 | $9.11M | Buy |
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|
2024
Q2 | $7.78M | Buy |
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|
2024
Q1 | $7.19M | Buy |
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|
2023
Q4 | $7.15M | Buy |
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|
2023
Q3 | $5.77M | Sell |
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|
2023
Q2 | $6.37M | Sell |
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|
2023
Q1 | $5.5M | Buy |
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|
2022
Q4 | $5.28M | Buy |
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|
2022
Q3 | $4.74M | Buy |
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|
2022
Q2 | $4.22M | Buy |
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|
2022
Q1 | $4.95M | Buy |
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|
2021
Q4 | $5.21M | Buy |
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|
2021
Q3 | $4.68M | Buy |
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|
2021
Q2 | $4.5M | Buy |
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|
2021
Q1 | $3.82M | Buy |
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|
2020
Q4 | $3.36M | Buy |
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|
2020
Q3 | $3.43M | Sell |
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|
2020
Q2 | $3.43M | Sell |
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|
2020
Q1 | $2.61M | Buy |
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|
2019
Q4 | $2.92M | Buy |
|