Modera 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 | $506K | Sell |
960
-23
| -2% | -$12.1K | 0.01% | 445 |
|
|
2025
Q1 | $500K | Sell |
983
-169
| -15% | -$85.9K | 0.01% | 437 |
|
|
2024
Q4 | $574K | Buy |
1,152
+187
| +19% | +$93.2K | 0.01% | 409 |
|
|
2024
Q3 | $499K | Buy |
965
+5
| +0.5% | +$2.58K | 0.01% | 413 |
|
|
2024
Q2 | $428K | Buy |
960
+22
| +2% | +$9.82K | 0.01% | 416 |
|
|
2024
Q1 | $399K | Hold |
938
| – | – | 0.01% | 425 |
|
|
2023
Q4 | $413K | Buy |
938
+28
| +3% | +$12.3K | 0.01% | 402 |
|
|
2023
Q3 | $333K | Sell |
910
-57
| -6% | -$20.8K | 0.01% | 429 |
|
|
2023
Q2 | $388K | Buy |
+967
| New | +$388K | 0.01% | 423 |
|
|
2022
Q1 | – | Sell |
-1,993
| Closed | -$941K | – | 558 |
|
|
2021
Q4 | $941K | Buy |
+1,993
| New | +$941K | 0.04% | 182 |
|