Meridian Wealth Partners’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 | $863K | Sell |
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|
2025
Q2 | $944K | Buy |
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|
2025
Q1 | $909K | Sell |
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|
2024
Q4 | $913K | Buy |
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|
2024
Q3 | $945K | Sell |
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|
2024
Q2 | $819K | Buy |
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|
2024
Q1 | $771K | Buy |
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|
2023
Q4 | $790K | Buy |
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|
2023
Q3 | $649K | Buy |
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|
2023
Q2 | $706K | Buy |
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|
2023
Q1 | $594K | Buy |
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|
2022
Q4 | $565K | Sell |
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|
2022
Q3 | $519K | Buy |
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|
2022
Q2 | $568K | Buy |
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|
2022
Q1 | $660K | Sell |
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|
2021
Q4 | $776K | Buy |
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|
2021
Q3 | $695K | Buy |
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|
2021
Q2 | $670K | Hold |
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|
2021
Q1 | $577K | Buy |
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|
2020
Q4 | $526K | Hold |
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|
2020
Q3 | $577K | Hold |
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|
2020
Q2 | $527K | Hold |
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|
2020
Q1 | $392K | Hold |
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|
2019
Q4 | $437K | Buy |
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