Plante Moran Financial Advisors’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 | – | Hold |
0
| – | – | – | 856 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 961 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 941 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 902 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 873 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 892 |
|
|
2021
Q4 | – | Sell |
-30
| Closed | -$13K | – | 1104 |
|
|
2021
Q3 | $13K | Sell |
30
-111
| -79% | -$48.1K | ﹤0.01% | 650 |
|
|
2021
Q2 | $58K | Sell |
141
-173
| -55% | -$71.2K | 0.01% | 338 |
|
|
2021
Q1 | $111K | Hold |
314
| – | – | 0.03% | 237 |
|
|
2020
Q4 | $103K | Sell |
314
-1,096
| -78% | -$360K | 0.03% | 248 |
|
|
2020
Q3 | $508K | Buy |
1,410
+1,110
| +370% | +$400K | 0.18% | 72 |
|
|
2020
Q2 | $99K | Sell |
300
-48
| -14% | -$15.8K | 0.04% | 212 |
|
|
2020
Q1 | $85K | Buy |
348
+117
| +51% | +$28.6K | 0.04% | 206 |
|
|
2019
Q4 | $63K | Buy |
231
+48
| +26% | +$13.1K | 0.02% | 289 |
|
|
2019
Q3 | $45K | Hold |
183
| – | – | 0.01% | 360 |
|
|
2019
Q2 | $42K | Hold |
183
| – | – | 0.01% | 370 |
|
|
2019
Q1 | $39K | Hold |
183
| – | – | 0.01% | 383 |
|
|
2018
Q4 | $31K | Hold |
183
| – | – | 0.01% | 370 |
|
|
2018
Q3 | $36K | Hold |
183
| – | – | 0.01% | 353 |
|
|
2018
Q2 | $37K | Hold |
183
| – | – | 0.02% | 391 |
|
|
2018
Q1 | $35K | Hold |
183
| – | – | 0.02% | 416 |
|
|
2017
Q4 | $31K | Hold |
183
| – | – | 0.02% | 429 |
|
|
2017
Q3 | $29K | Hold |
183
| – | – | 0.02% | 411 |
|
|
2017
Q2 | $27K | Hold |
183
| – | – | 0.02% | 431 |
|
|
2017
Q1 | $24K | Hold |
183
| – | – | 0.01% | 450 |
|
|
2016
Q4 | $20K | Sell |
183
-34
| -16% | -$3.72K | 0.01% | 485 |
|
|
2016
Q3 | $27K | Sell |
217
-9
| -4% | -$1.12K | 0.02% | 425 |
|
|
2016
Q2 | $24K | Buy |
+226
| New | +$24K | 0.02% | 405 |
|