Mayflower Financial Advisors’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
Q2 | $744K | Buy |
1,411
+72
| +5% | +$38K | 0.1% | 182 |
|
|
2025
Q1 | $680K | Buy |
1,339
+35
| +3% | +$17.8K | 0.1% | 188 |
|
|
2024
Q4 | $650K | Buy |
1,304
+329
| +34% | +$164K | 0.1% | 190 |
|
|
2024
Q3 | $504K | Buy |
975
+210
| +27% | +$109K | 0.08% | 218 |
|
|
2024
Q2 | $341K | Buy |
765
+29
| +4% | +$12.9K | 0.06% | 265 |
|
|
2024
Q1 | $313K | Buy |
736
+22
| +3% | +$9.36K | 0.05% | 276 |
|
|
2023
Q4 | $315K | Buy |
714
+23
| +3% | +$10.1K | 0.04% | 251 |
|
|
2023
Q3 | $253K | Sell |
691
-20
| -3% | -$7.31K | 0.04% | 275 |
|
|
2023
Q2 | $285K | Sell |
711
-13
| -2% | -$5.21K | 0.04% | 277 |
|
|
2023
Q1 | $250K | Buy |
724
+26
| +4% | +$8.97K | 0.03% | 295 |
|
|
2022
Q4 | $234K | Buy |
698
+9
| +1% | +$3.01K | 0.03% | 305 |
|
|
2022
Q3 | $210K | Buy |
+689
| New | +$210K | 0.03% | 300 |
|
|
2022
Q2 | – | Sell |
-534
| Closed | -$219K | – | 362 |
|
|
2022
Q1 | $219K | Buy |
534
+83
| +18% | +$34K | 0.03% | 320 |
|
|
2021
Q4 | $213K | Buy |
451
+1
| +0.2% | +$472 | 0.03% | 310 |
|
|
2021
Q3 | $203K | Buy |
+450
| New | +$203K | 0.03% | 317 |
|