Meridian Wealth Partners’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 | $944K | Buy |
1,790
+2
| +0.1% | +$1.06K | 0.14% | 44 |
|
|
2025
Q1 | $909K | Sell |
1,788
-45
| -2% | -$22.9K | 0.15% | 43 |
|
|
2024
Q4 | $913K | Buy |
1,833
+4
| +0.2% | +$1.99K | 0.14% | 44 |
|
|
2024
Q3 | $945K | Sell |
1,829
-6
| -0.3% | -$3.1K | 0.15% | 43 |
|
|
2024
Q2 | $819K | Buy |
1,835
+24
| +1% | +$10.7K | 0.14% | 42 |
|
|
2024
Q1 | $771K | Buy |
1,811
+19
| +1% | +$8.09K | 0.14% | 42 |
|
|
2023
Q4 | $790K | Buy |
1,792
+16
| +0.9% | +$7.05K | 0.15% | 41 |
|
|
2023
Q3 | $649K | Buy |
1,776
+14
| +0.8% | +$5.12K | 0.14% | 42 |
|
|
2023
Q2 | $706K | Buy |
1,762
+38
| +2% | +$15.2K | 0.15% | 40 |
|
|
2023
Q1 | $594K | Buy |
1,724
+37
| +2% | +$12.8K | 0.13% | 40 |
|
|
2022
Q4 | $565K | Sell |
1,687
-13
| -0.8% | -$4.35K | 0.13% | 40 |
|
|
2022
Q3 | $519K | Buy |
1,700
+17
| +1% | +$5.19K | 0.13% | 43 |
|
|
2022
Q2 | $568K | Buy |
1,683
+75
| +5% | +$25.3K | 0.13% | 41 |
|
|
2022
Q1 | $660K | Sell |
1,608
-35
| -2% | -$14.4K | 0.14% | 42 |
|
|
2021
Q4 | $776K | Buy |
1,643
+7
| +0.4% | +$3.31K | 0.16% | 40 |
|
|
2021
Q3 | $695K | Buy |
1,636
+3
| +0.2% | +$1.27K | 0.15% | 40 |
|
|
2021
Q2 | $670K | Hold |
1,633
| – | – | 0.16% | 40 |
|
|
2021
Q1 | $577K | Buy |
1,633
+33
| +2% | +$11.7K | 0.17% | 38 |
|
|
2020
Q4 | $526K | Hold |
1,600
| – | – | 0.22% | 33 |
|
|
2020
Q3 | $577K | Hold |
1,600
| – | – | 0.29% | 31 |
|
|
2020
Q2 | $527K | Hold |
1,600
| – | – | 0.28% | 29 |
|
|
2020
Q1 | $392K | Hold |
1,600
| – | – | 0.23% | 34 |
|
|
2019
Q4 | $437K | Buy |
+1,600
| New | +$437K | 0.27% | 31 |
|