Meridian Wealth Management’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 | $3.59M | Buy |
6,801
+136
| +2% | +$71.7K | 0.15% | 141 |
|
|
2025
Q1 | $3.39M | Sell |
6,665
-35
| -0.5% | -$17.8K | 0.16% | 138 |
|
|
2024
Q4 | $3.34M | Sell |
6,700
-398
| -6% | -$198K | 0.16% | 138 |
|
|
2024
Q3 | $3.67M | Buy |
7,098
+783
| +12% | +$404K | 0.18% | 123 |
|
|
2024
Q2 | $2.82M | Buy |
+6,315
| New | +$2.82M | 0.34% | 63 |
|
|
2024
Q1 | – | Sell |
-5,707
| Closed | -$2.51M | – | 485 |
|
|
2023
Q4 | $2.51M | Buy |
+5,707
| New | +$2.51M | 0.16% | 148 |
|
|
2020
Q4 | – | Sell |
-935
| Closed | -$337K | – | 348 |
|
|
2020
Q3 | $337K | Buy |
935
+3
| +0.3% | +$1.08K | 0.08% | 177 |
|
|
2020
Q2 | $307K | Sell |
932
-5
| -0.5% | -$1.65K | 0.1% | 159 |
|
|
2020
Q1 | $229K | Sell |
937
-60
| -6% | -$14.7K | 0.1% | 174 |
|
|
2019
Q4 | $272K | Buy |
+997
| New | +$272K | 0.13% | 160 |
|
|
2019
Q3 | – | Sell |
-125
| Closed | -$285 | – | 442 |
|
|
2019
Q2 | $285 | Buy |
+125
| New | +$285 | 0.01% | 469 |
|
|
2018
Q4 | – | Sell |
-1,125
| Closed | -$220K | – | 189 |
|
|
2018
Q3 | $220K | Buy |
+1,125
| New | +$220K | 0.09% | 152 |
|