One Wealth Advisors’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 | $956K | Buy |
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|
2025
Q2 | $999K | Buy |
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|
2025
Q1 | $960K | Buy |
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|
2024
Q4 | $718K | Hold |
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|
2024
Q3 | $744K | Sell |
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|
2024
Q2 | $708K | Buy |
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|
2024
Q1 | $596K | Buy |
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|
2023
Q4 | $495K | Buy |
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|
2023
Q3 | $408K | Sell |
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|
2023
Q2 | $451K | Buy |
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|
2023
Q1 | $384K | Buy |
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|
2022
Q4 | $299K | Sell |
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|
2022
Q3 | $297K | Buy |
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|
2022
Q2 | $292K | Buy |
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|
2022
Q1 | $341K | Buy |
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|
2021
Q4 | $359K | Buy |
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|
2021
Q3 | $320K | Hold |
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|
2021
Q2 | $309K | Buy |
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|
2021
Q1 | $209K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $9K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $17K | Hold |
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|
2018
Q2 | $18K | Hold |
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|
2018
Q1 | $16K | Hold |
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|
2017
Q4 | $15K | Buy |
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