Private 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 | $3.94M | Sell |
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|
2025
Q2 | $4.28M | Buy |
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|
2025
Q1 | $4.05M | Sell |
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|
2024
Q4 | $4.26M | Sell |
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|
2024
Q3 | $4.44M | Hold |
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|
2024
Q2 | $3.83M | Buy |
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|
2024
Q1 | $3.61M | Sell |
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|
2023
Q4 | $3.99M | Buy |
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|
2023
Q3 | $3.29M | Sell |
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|
2023
Q2 | $3.63M | Sell |
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|
2023
Q1 | $3.27M | Sell |
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|
2022
Q4 | $3.26M | Buy |
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