MWM
Moran Wealth Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2M | Sell |
26,837
-283
| -1% | -$149K | 0.44% | 69 |
|
|
2025
Q1 | $13.8M | Sell |
27,120
-745
| -3% | -$379K | 0.46% | 72 |
|
|
2024
Q4 | $13.9M | Sell |
27,865
-131
| -0.5% | -$65.2K | 0.44% | 81 |
|
|
2024
Q3 | $14.5M | Sell |
27,996
-296
| -1% | -$153K | 0.45% | 76 |
|
|
2024
Q2 | $12.6M | Buy |
28,292
+803
| +3% | +$358K | 0.42% | 81 |
|
|
2024
Q1 | $11.7M | Buy |
27,489
+618
| +2% | +$263K | 0.38% | 90 |
|
|
2023
Q4 | $11.8M | Buy |
+26,871
| New | +$11.8M | 0.42% | 80 |
|