Meridian Wealth 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 | $6.33M | Buy |
12,013
+303
| +3% | +$160K | 1% | 25 |
|
|
2025
Q1 | $5.95M | Buy |
11,710
+203
| +2% | +$103K | 1.01% | 27 |
|
|
2024
Q4 | $5.73M | Buy |
11,507
+252
| +2% | +$126K | 0.95% | 26 |
|
|
2024
Q3 | $5.81M | Buy |
11,255
+270
| +2% | +$139K | 0.97% | 29 |
|
|
2024
Q2 | $4.9M | Buy |
10,985
+915
| +9% | +$408K | 0.87% | 33 |
|
|
2024
Q1 | $4.28M | Buy |
10,070
+378
| +4% | +$161K | 0.8% | 35 |
|
|
2023
Q4 | $4.27M | Buy |
9,692
+373
| +4% | +$164K | 0.93% | 30 |
|
|
2023
Q3 | $3.41M | Buy |
9,319
+232
| +3% | +$84.8K | 0.85% | 32 |
|
|
2023
Q2 | $3.64M | Buy |
9,087
+390
| +4% | +$156K | 0.88% | 29 |
|
|
2023
Q1 | $3M | Buy |
8,697
+611
| +8% | +$211K | 0.75% | 36 |
|
|
2022
Q4 | $2.71M | Buy |
8,086
+2,088
| +35% | +$699K | 0.7% | 38 |
|
|
2022
Q3 | $1.83M | Sell |
5,998
-1,473
| -20% | -$450K | 0.52% | 46 |
|
|
2022
Q2 | $2.52M | Buy |
7,471
+1,354
| +22% | +$456K | 0.67% | 38 |
|
|
2022
Q1 | $2.51M | Buy |
+6,117
| New | +$2.51M | 0.58% | 45 |
|