Pinnacle Wealth Management Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $508K | Sell |
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|
2025
Q2 | $581K | Buy |
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|
2025
Q1 | $536K | Buy |
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|
2024
Q4 | $512K | Sell |
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|
2024
Q3 | $537K | Buy |
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|
2024
Q2 | $452K | Sell |
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|
2024
Q1 | $525K | Sell |
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|
2023
Q4 | $549K | Buy |
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|
2023
Q3 | $419K | Sell |
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|
2023
Q2 | $466K | Buy |
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|
2023
Q1 | $400K | Sell |
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|
2022
Q4 | $390K | Buy |
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|
2022
Q3 | $238K | Buy |
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|
2022
Q2 | $220K | Buy |
|