Mezzasalma Advisors’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 | $256K | Hold |
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|
2025
Q2 | $278K | Hold |
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|
2025
Q1 | $268K | Hold |
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|
2024
Q4 | $262K | Buy |
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|
2024
Q3 | $218K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $821K | Sell |
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|
2023
Q4 | $1.19M | Sell |
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|
2023
Q3 | $1.09M | Hold |
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|
2023
Q2 | $1.2M | Hold |
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|
2023
Q1 | $1.03M | Sell |
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|
2022
Q4 | $1.04M | Hold |
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|
2022
Q3 | $945K | Hold |
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|
2022
Q2 | $1.04M | Sell |
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|
2022
Q1 | $1.28M | Hold |
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|
2021
Q4 | $1.47M | Sell |
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|
2021
Q3 | $1.33M | Hold |
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|
2021
Q2 | $1.28M | Hold |
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|
2021
Q1 | $1.1M | Hold |
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|
2020
Q4 | $1.03M | Buy |
|