NewEdge 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
Q3 | $1.78M | Sell |
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|
2025
Q2 | $2.18M | Sell |
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|
2025
Q1 | $2.04M | Buy |
|
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|
2024
Q4 | $1.99M | Sell |
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|
2024
Q3 | $2.09M | Buy |
|
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|
2024
Q2 | $725K | Sell |
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|
2024
Q1 | $780K | Buy |
|
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|
2023
Q4 | $807K | Sell |
|
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|
2023
Q3 | $737K | Sell |
|
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|
2023
Q2 | $2.09M | Buy |
|
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|
2023
Q1 | $639K | Sell |
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|
2022
Q4 | $646K | Sell |
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|
2022
Q3 | $626K | Sell |
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|
2022
Q2 | $805K | Buy |
|
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|
2022
Q1 | $256K | Sell |
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|
2021
Q4 | $465K | Buy |
|