Palumbo Wealth Management’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 | $1.15M | Buy |
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|
2025
Q2 | $1.31M | Sell |
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|
2025
Q1 | $1.31M | Buy |
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|
2024
Q4 | $1.18M | Buy |
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|
2024
Q3 | $1.23M | Buy |
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|
2024
Q2 | $1.06M | Buy |
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|
2024
Q1 | $1.01M | Buy |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $861K | Buy |
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|
2023
Q2 | $942K | Buy |
|
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|
2023
Q1 | $808K | Buy |
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|
2022
Q4 | $783K | Sell |
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|
2022
Q3 | $718K | Buy |
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|
2022
Q2 | $790K | Buy |
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|
2022
Q1 | $959K | Buy |
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|
2021
Q4 | $1.1M | Buy |
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|
2021
Q3 | $990K | Buy |
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|
2021
Q2 | $955K | Buy |
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|
2021
Q1 | $725K | Buy |
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|
2020
Q4 | $674K | Buy |
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