Pinnacle Wealth Management Advisory Group’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 | $581K | Buy |
1,102
+48
| +5% | +$25.3K | 0.05% | 200 |
|
|
2025
Q1 | $536K | Buy |
1,054
+26
| +3% | +$13.2K | 0.05% | 197 |
|
|
2024
Q4 | $512K | Sell |
1,028
-12
| -1% | -$5.98K | 0.05% | 197 |
|
|
2024
Q3 | $537K | Buy |
1,040
+26
| +3% | +$13.4K | 0.05% | 192 |
|
|
2024
Q2 | $452K | Sell |
1,014
-219
| -18% | -$97.7K | 0.05% | 207 |
|
|
2024
Q1 | $525K | Sell |
1,233
-13
| -1% | -$5.53K | 0.06% | 183 |
|
|
2023
Q4 | $549K | Buy |
1,246
+98
| +9% | +$43.2K | 0.06% | 171 |
|
|
2023
Q3 | $419K | Sell |
1,148
-14
| -1% | -$5.12K | 0.05% | 195 |
|
|
2023
Q2 | $466K | Buy |
1,162
+3
| +0.3% | +$1.2K | 0.06% | 190 |
|
|
2023
Q1 | $400K | Sell |
1,159
-6
| -0.5% | -$2.07K | 0.05% | 198 |
|
|
2022
Q4 | $390K | Buy |
1,165
+385
| +49% | +$129K | 0.06% | 196 |
|
|
2022
Q3 | $238K | Buy |
780
+126
| +19% | +$38.4K | 0.04% | 235 |
|
|
2022
Q2 | $220K | Buy |
+654
| New | +$220K | 0.04% | 261 |
|