NewEdge Wealth’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 | $2.18M | Sell |
3,895
-117
| -3% | -$65.4K | 0.03% | 363 |
|
|
2025
Q1 | $2.04M | Buy |
4,012
+14
| +0.4% | +$7.11K | 0.04% | 347 |
|
|
2024
Q4 | $1.99M | Sell |
3,998
-39
| -1% | -$19.4K | 0.03% | 356 |
|
|
2024
Q3 | $2.09M | Buy |
4,037
+2,411
| +148% | +$1.25M | 0.04% | 338 |
|
|
2024
Q2 | $725K | Sell |
1,626
-244
| -13% | -$109K | 0.02% | 469 |
|
|
2024
Q1 | $780K | Buy |
1,870
+39
| +2% | +$16.3K | 0.02% | 467 |
|
|
2023
Q4 | $807K | Sell |
1,831
-186
| -9% | -$81.9K | 0.02% | 434 |
|
|
2023
Q3 | $737K | Sell |
2,017
-3,189
| -61% | -$1.17M | 0.02% | 402 |
|
|
2023
Q2 | $2.09M | Buy |
5,206
+3,352
| +181% | +$1.34M | 0.07% | 243 |
|
|
2023
Q1 | $639K | Sell |
1,854
-75
| -4% | -$25.9K | 0.02% | 382 |
|
|
2022
Q4 | $646K | Sell |
1,929
-122
| -6% | -$40.9K | 0.03% | 338 |
|
|
2022
Q3 | $626K | Sell |
2,051
-337
| -14% | -$103K | 0.03% | 320 |
|
|
2022
Q2 | $805K | Buy |
2,388
+1,765
| +283% | +$595K | 0.04% | 312 |
|
|
2022
Q1 | $256K | Sell |
623
-362
| -37% | -$149K | 0.01% | 380 |
|
|
2021
Q4 | $465K | Buy |
+985
| New | +$465K | 0.02% | 299 |
|