PWP
Principle 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 | $684K | Buy |
1,297
+109
| +9% | +$57.5K | 0.04% | 197 |
|
|
2025
Q1 | $604K | Sell |
1,188
-49
| -4% | -$24.9K | 0.04% | 205 |
|
|
2024
Q4 | $616K | Hold |
1,237
| – | – | 0.04% | 201 |
|
|
2024
Q3 | $639K | Hold |
1,237
| – | – | 0.05% | 201 |
|
|
2024
Q2 | $552K | Buy |
1,237
+49
| +4% | +$21.9K | 0.04% | 205 |
|
|
2024
Q1 | $505K | Buy |
1,188
+250
| +27% | +$106K | 0.04% | 220 |
|
|
2023
Q4 | $413K | Sell |
938
-228
| -20% | -$100K | 0.04% | 229 |
|
|
2023
Q3 | $426K | Buy |
1,166
+7
| +0.6% | +$2.56K | 0.04% | 216 |
|
|
2023
Q2 | $465K | Buy |
1,159
+10
| +0.9% | +$4.01K | 0.05% | 203 |
|
|
2023
Q1 | $396K | Sell |
1,149
-36
| -3% | -$12.4K | 0.04% | 218 |
|
|
2022
Q4 | $397K | Sell |
1,185
-248
| -17% | -$83.1K | 0.05% | 214 |
|
|
2022
Q3 | $438 | Hold |
1,433
| – | – | 0.04% | 195 |
|
|
2022
Q2 | $483K | Hold |
1,433
| – | – | 0.06% | 198 |
|
|
2022
Q1 | $588K | Buy |
1,433
+122
| +9% | +$50.1K | 0.06% | 186 |
|
|
2021
Q4 | $619K | Sell |
1,311
-160
| -11% | -$75.5K | 0.07% | 180 |
|
|
2021
Q3 | $625K | Hold |
1,471
| – | – | 0.07% | 175 |
|
|
2021
Q2 | $604K | Sell |
1,471
-11
| -0.7% | -$4.52K | 0.07% | 181 |
|
|
2021
Q1 | $523K | Sell |
1,482
-45
| -3% | -$15.9K | 0.06% | 188 |
|
|
2020
Q4 | $502K | Buy |
1,527
+650
| +74% | +$214K | 0.07% | 176 |
|
|
2020
Q3 | $316K | Sell |
877
-19
| -2% | -$6.85K | 0.09% | 117 |
|
|
2020
Q2 | $295K | Hold |
896
| – | – | 0.09% | 120 |
|
|
2020
Q1 | $220K | Sell |
896
-42
| -4% | -$10.3K | 0.08% | 125 |
|
|
2019
Q4 | $256K | Sell |
938
-31
| -3% | -$8.46K | 0.08% | 143 |
|
|
2019
Q3 | $237K | Hold |
969
| – | – | 0.08% | 148 |
|
|
2019
Q2 | $221K | Buy |
+969
| New | +$221K | 0.11% | 126 |
|