Peterson Wealth Services’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 | $391K | Buy |
741
+2
| +0.3% | +$1.06K | 0.11% | 102 |
|
|
2025
Q1 | $376K | Buy |
739
+3
| +0.4% | +$1.52K | 0.12% | 102 |
|
|
2024
Q4 | $367K | Buy |
736
+67
| +10% | +$33.4K | 0.11% | 98 |
|
|
2024
Q3 | $346K | Buy |
669
+73
| +12% | +$37.7K | 0.11% | 103 |
|
|
2024
Q2 | $266K | Buy |
596
+8
| +1% | +$3.57K | 0.09% | 108 |
|
|
2024
Q1 | $250K | Buy |
588
+11
| +2% | +$4.68K | 0.09% | 108 |
|
|
2023
Q4 | $254K | Buy |
+577
| New | +$254K | 0.11% | 83 |
|
|
2022
Q2 | – | Sell |
-586
| Closed | -$240K | – | 90 |
|
|
2022
Q1 | $240K | Buy |
+586
| New | +$240K | 0.15% | 82 |
|