Paulson Wealth Management’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $618K | Hold |
1,172
| – | – | 0.16% | 69 |
|
|
2025
Q1 | $595K | Hold |
1,172
| – | – | 0.17% | 59 |
|
|
2024
Q4 | $584K | Buy |
1,172
+27
| +2% | +$13.4K | 0.16% | 65 |
|
|
2024
Q3 | $592K | Hold |
1,145
| – | – | 0.16% | 68 |
|
|
2024
Q2 | $511K | Hold |
1,145
| – | – | 0.15% | 71 |
|
|
2024
Q1 | $487K | Buy |
+1,145
| New | +$487K | 0.14% | 77 |
|