Prestige Wealth Management 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 | $481K | Sell |
912
-68
| -7% | -$35.9K | 0.1% | 104 |
|
|
2025
Q1 | $498K | Buy |
980
+22
| +2% | +$11.2K | 0.11% | 96 |
|
|
2024
Q4 | $477K | Buy |
958
+30
| +3% | +$14.9K | 0.1% | 99 |
|
|
2024
Q3 | $479K | Sell |
928
-827
| -47% | -$427K | 0.1% | 99 |
|
|
2024
Q2 | $783K | Buy |
1,755
+719
| +69% | +$321K | 0.17% | 64 |
|
|
2024
Q1 | $441K | Sell |
1,036
-987
| -49% | -$420K | 0.1% | 98 |
|
|
2023
Q4 | $891K | Buy |
2,023
+183
| +10% | +$80.6K | 0.2% | 59 |
|
|
2023
Q3 | $672K | Buy |
1,840
+869
| +89% | +$318K | 0.17% | 64 |
|
|
2023
Q2 | $389K | Sell |
971
-38
| -4% | -$15.2K | 0.09% | 102 |
|
|
2023
Q1 | $348K | Buy |
1,009
+114
| +13% | +$39.3K | 0.09% | 113 |
|
|
2022
Q4 | $300K | Sell |
895
-37
| -4% | -$12.4K | 0.08% | 110 |
|
|
2022
Q3 | $285K | Buy |
932
+99
| +12% | +$30.3K | 0.08% | 112 |
|
|
2022
Q2 | $280K | Buy |
833
+305
| +58% | +$103K | 0.08% | 115 |
|
|
2022
Q1 | $217K | Buy |
528
+32
| +6% | +$13.2K | 0.05% | 133 |
|
|
2021
Q4 | $234K | Buy |
496
+21
| +4% | +$9.91K | 0.06% | 128 |
|
|
2021
Q3 | $202K | Buy |
475
+41
| +9% | +$17.4K | 0.05% | 138 |
|
|
2021
Q2 | $178K | Buy |
434
+13
| +3% | +$5.33K | 0.05% | 140 |
|
|
2021
Q1 | $148K | Buy |
421
+43
| +11% | +$15.1K | 0.04% | 147 |
|
|
2020
Q4 | $125K | Buy |
378
+75
| +25% | +$24.8K | 0.03% | 156 |
|
|
2020
Q3 | $109K | Buy |
303
+129
| +74% | +$46.4K | 0.03% | 161 |
|
|
2020
Q2 | $58K | Buy |
174
+164
| +1,640% | +$54.7K | 0.02% | 205 |
|
|
2020
Q1 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 671 |
|
|
2019
Q1 | – | Sell |
-54
| Closed | -$9K | – | 1036 |
|
|
2018
Q4 | $9K | Buy |
+54
| New | +$9K | 0.01% | 463 |
|