Mission 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 | $2.26M | Buy |
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|
2025
Q2 | $2.41M | Buy |
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|
2025
Q1 | $2.31M | Buy |
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|
2024
Q4 | $2.17M | Buy |
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|
2024
Q3 | $1.97M | Buy |
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|
2024
Q2 | $1.66M | Buy |
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|
2024
Q1 | $1.48M | Buy |
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|
2023
Q4 | $893K | Buy |
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|
2023
Q3 | $667K | Buy |
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|
2023
Q2 | $715K | Buy |
|
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|
2023
Q1 | $475K | Buy |
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|
2022
Q4 | $452K | Buy |
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|
2022
Q3 | $407K | Buy |
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|
2022
Q2 | $418K | Buy |
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|
2022
Q1 | $501K | Buy |
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|
2021
Q4 | $422K | Buy |
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