Monterey Private Wealth’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
Q1 | $1.1M | Buy |
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|
2024
Q4 | $1.08M | Sell |
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|
2024
Q3 | $1.12M | Buy |
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|
2024
Q2 | $966K | Buy |
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|
2024
Q1 | $871K | Buy |
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|
2023
Q4 | $900K | Buy |
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|
2023
Q3 | $710K | Buy |
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|
2023
Q2 | $777K | Buy |
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|
2023
Q1 | $667K | Buy |
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|
2022
Q4 | $646K | Sell |
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|
2022
Q3 | $627K | Buy |
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|
2022
Q2 | $679K | Buy |
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|
2022
Q1 | $830K | Buy |
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|
2021
Q4 | $933K | Buy |
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|
2021
Q3 | $839K | Sell |
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|
2021
Q2 | $817K | Buy |
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|
2021
Q1 | $677K | Buy |
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|
2020
Q4 | $579K | Buy |
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|
2020
Q3 | $633K | Buy |
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|
2020
Q2 | $578K | Buy |
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|
2020
Q1 | $429K | Sell |
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|
2019
Q4 | $492K | Buy |
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