Peterson Wealth Services’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 | $388K | Buy |
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|
2025
Q4 | $397K | Sell |
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|
2025
Q3 | $370K | Buy |
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|
2025
Q2 | $391K | Buy |
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|
2025
Q1 | $376K | Buy |
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|
2024
Q4 | $367K | Buy |
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|
2024
Q3 | $346K | Buy |
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|
2024
Q2 | $266K | Buy |
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|
2024
Q1 | $250K | Buy |
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|
2023
Q4 | $254K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $240K | Buy |
|