Oak Harbor Wealth Partners’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 | $741K | Buy |
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|
2025
Q2 | $744K | Sell |
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|
2025
Q1 | $726K | Sell |
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|
2024
Q4 | $759K | Sell |
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|
2024
Q3 | $790K | Sell |
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|
2024
Q2 | $683K | Buy |
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|
2024
Q1 | $649K | Buy |
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|
2023
Q4 | $659K | Sell |
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|
2023
Q3 | $638K | Buy |
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|
2023
Q2 | $663K | Sell |
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|
2023
Q1 | $597K | Buy |
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|
2022
Q4 | $501K | Buy |
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|
2022
Q3 | $436K | Buy |
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|
2022
Q2 | $441K | Buy |
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|
2022
Q1 | $377K | Buy |
|