Meridian 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
Q3 | $3.38M | Buy |
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|
2025
Q2 | $3.59M | Buy |
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|
2025
Q1 | $3.39M | Sell |
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|
2024
Q4 | $3.34M | Sell |
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|
2024
Q3 | $3.67M | Buy |
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|
2024
Q2 | $2.82M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $2.51M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $337K | Buy |
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|
2020
Q2 | $307K | Sell |
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|
2020
Q1 | $229K | Sell |
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|
2019
Q4 | $272K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $285 | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $220K | Buy |
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