PP
PDS Planning’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
1,907
+63
| +3% | +$33.2K | 0.07% | 127 |
|
|
2025
Q1 | $937K | Buy |
1,844
+148
| +9% | +$75.2K | 0.08% | 111 |
|
|
2024
Q4 | $845K | Buy |
1,696
+15
| +0.9% | +$7.47K | 0.08% | 111 |
|
|
2024
Q3 | $868K | Buy |
1,681
+68
| +4% | +$35.1K | 0.08% | 115 |
|
|
2024
Q2 | $719K | Sell |
1,613
-73
| -4% | -$32.6K | 0.07% | 116 |
|
|
2024
Q1 | $717K | Buy |
1,686
+82
| +5% | +$34.9K | 0.08% | 115 |
|
|
2023
Q4 | $707K | Buy |
1,604
+18
| +1% | +$7.93K | 0.08% | 101 |
|
|
2023
Q3 | $580K | Buy |
1,586
+5
| +0.3% | +$1.83K | 0.08% | 111 |
|
|
2023
Q2 | $634K | Buy |
1,581
+395
| +33% | +$158K | 0.08% | 109 |
|
|
2023
Q1 | $409K | Buy |
1,186
+503
| +74% | +$173K | 0.06% | 142 |
|
|
2022
Q4 | $229K | Sell |
683
-24
| -3% | -$8.04K | 0.04% | 180 |
|
|
2022
Q3 | $216K | Sell |
707
-193
| -21% | -$59K | 0.04% | 171 |
|
|
2022
Q2 | $303K | Buy |
900
+218
| +32% | +$73.4K | 0.05% | 137 |
|
|
2022
Q1 | $280K | Buy |
682
+252
| +59% | +$103K | 0.05% | 159 |
|
|
2021
Q4 | $203K | Buy |
+430
| New | +$203K | 0.04% | 195 |
|