Mission Wealth Management’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 | $2.41M | Buy |
4,574
+25
| +0.5% | +$13.2K | 0.05% | 185 |
|
|
2025
Q1 | $2.31M | Buy |
4,549
+191
| +4% | +$97K | 0.06% | 173 |
|
|
2024
Q4 | $2.17M | Buy |
4,358
+549
| +14% | +$273K | 0.05% | 168 |
|
|
2024
Q3 | $1.97M | Buy |
3,809
+79
| +2% | +$40.8K | 0.05% | 174 |
|
|
2024
Q2 | $1.66M | Buy |
3,730
+253
| +7% | +$113K | 0.04% | 182 |
|
|
2024
Q1 | $1.48M | Buy |
3,477
+1,449
| +71% | +$616K | 0.04% | 210 |
|
|
2023
Q4 | $893K | Buy |
2,028
+203
| +11% | +$89.4K | 0.03% | 255 |
|
|
2023
Q3 | $667K | Buy |
1,825
+41
| +2% | +$15K | 0.02% | 280 |
|
|
2023
Q2 | $715K | Buy |
1,784
+406
| +29% | +$163K | 0.03% | 273 |
|
|
2023
Q1 | $475K | Buy |
1,378
+29
| +2% | +$10K | 0.02% | 338 |
|
|
2022
Q4 | $452K | Buy |
1,349
+15
| +1% | +$5.02K | 0.02% | 326 |
|
|
2022
Q3 | $407K | Buy |
1,334
+95
| +8% | +$29K | 0.02% | 315 |
|
|
2022
Q2 | $418K | Buy |
1,239
+17
| +1% | +$5.74K | 0.02% | 325 |
|
|
2022
Q1 | $501K | Buy |
1,222
+327
| +37% | +$134K | 0.02% | 298 |
|
|
2021
Q4 | $422K | Buy |
+895
| New | +$422K | 0.02% | 336 |
|