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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.04M | Sell |
2,456
-26
| -1% | -$12.1K | 0.25% | 67 |
|
|
2025
Q4 | $1.3M | Sell |
2,482
-10
| -0.4% | -$4.95K | 0.32% | 59 |
|
|
2025
Q3 | $1.15M | Buy |
2,492
+11
| +0.4% | +$5.89K | 0.37% | 58 |
|
|
2025
Q2 | $1.31M | Sell |
2,481
-95
| -4% | -$47.4K | 0.41% | 57 |
|
|
2025
Q1 | $1.31M | Buy |
2,576
+197
| +8% | +$101K | 0.44% | 53 |
|
|
2024
Q4 | $1.18M | Buy |
2,379
+4
| +0.2% | +$2.03K | 0.44% | 52 |
|
|
2024
Q3 | $1.23M | Buy |
2,375
+4
| +0.2% | +$1.98K | 0.48% | 53 |
|
|
2024
Q2 | $1.06M | Buy |
2,371
+5
| +0.2% | +$2.15K | 0.45% | 55 |
|
|
2024
Q1 | $1.01M | Buy |
2,366
+5
| +0.2% | +$2.17K | 0.45% | 54 |
|
|
2023
Q4 | $1.04M | Buy |
2,361
+5
| +0.2% | +$1.97K | 0.53% | 49 |
|
|
2023
Q3 | $861K | Buy |
2,356
+6
| +0.3% | +$2.36K | 0.47% | 50 |
|
|
2023
Q2 | $942K | Buy |
2,350
+5
| +0.2% | +$1.83K | 0.58% | 35 |
|
|
2023
Q1 | $808K | Buy |
2,345
+6
| +0.3% | +$2.11K | 0.54% | 44 |
|
|
2022
Q4 | $783K | Sell |
2,339
-11
| -0.5% | -$3.63K | 0.62% | 41 |
|
|
2022
Q3 | $718K | Buy |
2,350
+6
| +0.3% | +$2.15K | 0.61% | 42 |
|
|
2022
Q2 | $790K | Buy |
2,344
+5
| +0.2% | +$1.78K | 0.63% | 37 |
|
|
2022
Q1 | $959K | Buy |
2,339
+5
| +0.2% | +$2.04K | 0.62% | 39 |
|
|
2021
Q4 | $1.1M | Buy |
2,334
+4
| +0.2% | +$1.83K | 0.69% | 29 |
|
|
2021
Q3 | $990K | Buy |
2,330
+4
| +0.2% | +$1.73K | 0.65% | 27 |
|
|
2021
Q2 | $955K | Buy |
2,326
+272
| +13% | +$105K | 0.64% | 36 |
|
|
2021
Q1 | $725K | Buy |
2,054
+4
| +0.2% | +$1.33K | 0.55% | 45 |
|
|
2020
Q4 | $674K | Buy |
+2,050
| New | +$692K | 0.54% | 40 |
|
Other funds holding SPGI
VCM
VPM
