Principle Wealth Partners’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 | $626K | Sell |
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|
2025
Q2 | $684K | Buy |
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|
2025
Q1 | $604K | Sell |
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|
2024
Q4 | $616K | Hold |
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|
2024
Q3 | $639K | Hold |
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|
2024
Q2 | $552K | Buy |
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|
2024
Q1 | $505K | Buy |
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|
2023
Q4 | $413K | Sell |
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|
2023
Q3 | $426K | Buy |
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|
2023
Q2 | $465K | Buy |
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|
2023
Q1 | $396K | Sell |
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|
2022
Q4 | $397K | Sell |
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|
2022
Q3 | $438 | Hold |
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|
2022
Q2 | $483K | Hold |
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|
2022
Q1 | $588K | Buy |
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|
2021
Q4 | $619K | Sell |
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|
2021
Q3 | $625K | Hold |
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|
2021
Q2 | $604K | Sell |
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|
2021
Q1 | $523K | Sell |
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|
2020
Q4 | $502K | Buy |
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|
2020
Q3 | $316K | Sell |
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|
2020
Q2 | $295K | Hold |
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|
2020
Q1 | $220K | Sell |
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|
2019
Q4 | $256K | Sell |
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|
2019
Q3 | $237K | Hold |
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|
2019
Q2 | $221K | Buy |
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