Modera 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 | $470K | Buy |
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|
2025
Q2 | $506K | Sell |
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|
2025
Q1 | $500K | Sell |
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|
2024
Q4 | $574K | Buy |
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|
2024
Q3 | $499K | Buy |
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|
2024
Q2 | $428K | Buy |
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|
2024
Q1 | $399K | Hold |
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|
2023
Q4 | $413K | Buy |
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|
2023
Q3 | $333K | Sell |
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|
2023
Q2 | $388K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $941K | Buy |
|