Moneta Group Investment Advisors’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 | $698K | Buy |
1,323
+124
| +10% | +$65.4K | 0.01% | 370 |
|
|
2025
Q1 | $609K | Buy |
1,199
+26
| +2% | +$13.2K | 0.01% | 371 |
|
|
2024
Q4 | $584K | Sell |
1,173
-117
| -9% | -$58.3K | 0.01% | 374 |
|
|
2024
Q3 | $666K | Sell |
1,290
-167
| -11% | -$86.3K | 0.01% | 351 |
|
|
2024
Q2 | $650K | Buy |
1,457
+131
| +10% | +$58.4K | 0.01% | 338 |
|
|
2024
Q1 | $564K | Buy |
1,326
+96
| +8% | +$40.9K | 0.01% | 354 |
|
|
2023
Q4 | $542K | Buy |
1,230
+45
| +4% | +$19.8K | 0.01% | 331 |
|
|
2023
Q3 | $433K | Sell |
1,185
-158
| -12% | -$57.7K | 0.01% | 347 |
|
|
2023
Q2 | $539K | Buy |
1,343
+283
| +27% | +$113K | 0.01% | 308 |
|
|
2023
Q1 | $366K | Buy |
1,060
+221
| +26% | +$76.2K | 0.01% | 376 |
|
|
2022
Q4 | $315K | Sell |
839
-49
| -6% | -$18.4K | 0.01% | 360 |
|
|
2022
Q3 | $271K | Sell |
888
-58
| -6% | -$17.7K | 0.01% | 372 |
|
|
2022
Q2 | $319K | Buy |
946
+261
| +38% | +$88K | 0.01% | 373 |
|
|
2022
Q1 | $281K | Buy |
685
+49
| +8% | +$20.1K | 0.01% | 369 |
|
|
2021
Q4 | $300K | Buy |
636
+62
| +11% | +$29.2K | 0.01% | 379 |
|
|
2021
Q3 | $244K | Sell |
574
-118
| -17% | -$50.2K | 0.01% | 398 |
|
|
2021
Q2 | $284K | Buy |
+692
| New | +$284K | 0.01% | 375 |
|
|
2018
Q1 | – | Sell |
-3
| Closed | -$1K | – | 700 |
|
|
2017
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 433 |
|