Prestige Wealth Management 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 | $448K | Buy |
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|
2025
Q2 | $481K | Sell |
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|
2025
Q1 | $498K | Buy |
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|
2024
Q4 | $477K | Buy |
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|
2024
Q3 | $479K | Sell |
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|
2024
Q2 | $783K | Buy |
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|
2024
Q1 | $441K | Sell |
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|
2023
Q4 | $891K | Buy |
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|
2023
Q3 | $672K | Buy |
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|
2023
Q2 | $389K | Sell |
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|
2023
Q1 | $348K | Buy |
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|
2022
Q4 | $300K | Sell |
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|
2022
Q3 | $285K | Buy |
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|
2022
Q2 | $280K | Buy |
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|
2022
Q1 | $217K | Buy |
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|
2021
Q4 | $234K | Buy |
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|
2021
Q3 | $202K | Buy |
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|
2021
Q2 | $178K | Buy |
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|
2021
Q1 | $148K | Buy |
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|
2020
Q4 | $125K | Buy |
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|
2020
Q3 | $109K | Buy |
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|
2020
Q2 | $58K | Buy |
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|
2020
Q1 | $2K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $9K | Buy |
|