Peloton Wealth Strategists’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 | $2.32M | Hold |
4,400
| – | – | 0.93% | 42 |
|
|
2025
Q1 | $2.24M | Buy |
4,400
+127
| +3% | +$64.5K | 0.93% | 40 |
|
|
2024
Q4 | $2.13M | Hold |
4,273
| – | – | 0.86% | 43 |
|
|
2024
Q3 | $2.21M | Sell |
4,273
-50
| -1% | -$25.8K | 0.88% | 44 |
|
|
2024
Q2 | $1.93M | Sell |
4,323
-133
| -3% | -$59.3K | 0.79% | 46 |
|
|
2024
Q1 | $1.9M | Buy |
4,456
+963
| +28% | +$410K | 0.77% | 46 |
|
|
2023
Q4 | $1.54M | Buy |
3,493
+576
| +20% | +$254K | 0.67% | 52 |
|
|
2023
Q3 | $1.07M | Buy |
2,917
+860
| +42% | +$314K | 0.49% | 61 |
|
|
2023
Q2 | $825K | Buy |
+2,057
| New | +$825K | 0.37% | 67 |
|