MA
Mutual Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $868K | Sell |
1,622
-37
| -2% | -$19.8K | 0.02% | 565 |
|
|
2025
Q1 | $796K | Buy |
1,659
+169
| +11% | +$81.1K | 0.02% | 537 |
|
|
2024
Q4 | $753K | Sell |
1,490
-115
| -7% | -$58.1K | 0.02% | 568 |
|
|
2024
Q3 | $792K | Buy |
1,605
+146
| +10% | +$72K | 0.02% | 560 |
|
|
2024
Q2 | $715K | Sell |
1,459
-12
| -0.8% | -$5.88K | 0.02% | 594 |
|
|
2024
Q1 | $626K | Buy |
1,471
+75
| +5% | +$31.9K | 0.02% | 619 |
|
|
2023
Q4 | $615K | Buy |
1,396
+60
| +4% | +$26.4K | 0.02% | 603 |
|
|
2023
Q3 | $488K | Sell |
1,336
-1
| -0.1% | -$366 | 0.02% | 628 |
|
|
2023
Q2 | $536K | Buy |
1,337
+9
| +0.7% | +$3.61K | 0.02% | 614 |
|
|
2023
Q1 | $458K | Buy |
1,328
+195
| +17% | +$67.2K | 0.02% | 652 |
|
|
2022
Q4 | $380K | Buy |
1,133
+49
| +5% | +$16.4K | 0.02% | 671 |
|
|
2022
Q3 | $331K | Buy |
1,084
+418
| +63% | +$128K | 0.02% | 684 |
|
|
2022
Q2 | $224K | Sell |
666
-120
| -15% | -$40.4K | 0.01% | 759 |
|
|
2022
Q1 | $322K | Buy |
786
+161
| +26% | +$66K | 0.02% | 696 |
|
|
2021
Q4 | $295K | Buy |
625
+31
| +5% | +$14.6K | 0.02% | 747 |
|
|
2021
Q3 | $252K | Buy |
594
+2
| +0.3% | +$848 | 0.01% | 758 |
|
|
2021
Q2 | $243K | Buy |
+592
| New | +$243K | 0.01% | 738 |
|
|
2020
Q4 | – | Sell |
-638
| Closed | -$230K | – | 759 |
|
|
2020
Q3 | $230K | Buy |
638
+1
| +0.2% | +$361 | 0.02% | 603 |
|
|
2020
Q2 | $210K | Buy |
+637
| New | +$210K | 0.02% | 591 |
|