PPWP
Premier Path Wealth Partners’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
2,217
+268
| +14% | +$141K | 0.16% | 153 |
|
|
2025
Q1 | $990K | Buy |
1,949
+99
| +5% | +$50.3K | 0.15% | 161 |
|
|
2024
Q4 | $921K | Buy |
1,850
+4
| +0.2% | +$1.99K | 0.14% | 165 |
|
|
2024
Q3 | $954K | Buy |
1,846
+10
| +0.5% | +$5.17K | 0.15% | 159 |
|
|
2024
Q2 | $819K | Buy |
1,836
+211
| +13% | +$94.1K | 0.14% | 163 |
|
|
2024
Q1 | $691K | Sell |
1,625
-38
| -2% | -$16.2K | 0.13% | 166 |
|
|
2023
Q4 | $733K | Buy |
+1,663
| New | +$733K | 0.16% | 145 |
|