Pinnacle Wealth Planning 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 | $1.23M | Buy |
2,327
+49
| +2% | +$25.8K | 0.16% | 80 |
|
|
2025
Q1 | $1.16M | Buy |
2,278
+6
| +0.3% | +$3.05K | 0.17% | 72 |
|
|
2024
Q4 | $1.13M | Sell |
2,272
-615
| -21% | -$306K | 0.17% | 68 |
|
|
2024
Q3 | $1.49M | Sell |
2,887
-40
| -1% | -$20.7K | 0.2% | 67 |
|
|
2024
Q2 | $1.31M | Sell |
2,927
-58
| -2% | -$25.9K | 0.19% | 73 |
|
|
2024
Q1 | $1.27M | Sell |
2,985
-58
| -2% | -$24.7K | 0.19% | 82 |
|
|
2023
Q4 | $1.34M | Buy |
3,043
+63
| +2% | +$27.7K | 0.21% | 71 |
|
|
2023
Q3 | $1.09M | Sell |
2,980
-41
| -1% | -$15K | 0.18% | 79 |
|
|
2023
Q2 | $1.21M | Buy |
3,021
+69
| +2% | +$27.7K | 0.2% | 77 |
|
|
2023
Q1 | $1.02M | Buy |
2,952
+282
| +11% | +$97.2K | 0.17% | 96 |
|
|
2022
Q4 | $894K | Sell |
2,670
-394
| -13% | -$132K | 0.16% | 93 |
|
|
2022
Q3 | $936K | Buy |
3,064
+59
| +2% | +$18K | 0.17% | 84 |
|
|
2022
Q2 | $1.01M | Buy |
3,005
+224
| +8% | +$75.5K | 0.18% | 86 |
|
|
2022
Q1 | $1.14M | Buy |
2,781
+1,483
| +114% | +$608K | 0.21% | 80 |
|
|
2021
Q4 | $612K | Buy |
1,298
+79
| +6% | +$37.2K | 0.12% | 129 |
|
|
2021
Q3 | $518K | Buy |
1,219
+49
| +4% | +$20.8K | 0.11% | 132 |
|
|
2021
Q2 | $480K | Buy |
1,170
+7
| +0.6% | +$2.87K | 0.11% | 136 |
|
|
2021
Q1 | $410K | Buy |
1,163
+34
| +3% | +$12K | 0.11% | 159 |
|
|
2020
Q4 | $371K | Sell |
1,129
-79
| -7% | -$26K | 0.09% | 149 |
|
|
2020
Q3 | $435K | Buy |
1,208
+80
| +7% | +$28.8K | 0.14% | 112 |
|
|
2020
Q2 | $372K | Sell |
1,128
-16
| -1% | -$5.28K | 0.12% | 136 |
|
|
2020
Q1 | $279K | Buy |
1,144
+336
| +42% | +$81.9K | 0.13% | 144 |
|
|
2019
Q4 | $220K | Buy |
+808
| New | +$220K | 0.1% | 194 |
|