Private Wealth Partners’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 | $4.28M | Buy |
8,110
+130
| +2% | +$68.5K | 0.33% | 47 |
|
|
2025
Q1 | $4.05M | Sell |
7,980
-568
| -7% | -$289K | 0.34% | 50 |
|
|
2024
Q4 | $4.26M | Sell |
8,548
-45
| -0.5% | -$22.4K | 0.33% | 47 |
|
|
2024
Q3 | $4.44M | Hold |
8,593
| – | – | 0.35% | 45 |
|
|
2024
Q2 | $3.83M | Buy |
8,593
+98
| +1% | +$43.7K | 0.28% | 46 |
|
|
2024
Q1 | $3.61M | Sell |
8,495
-567
| -6% | -$241K | 0.29% | 47 |
|
|
2023
Q4 | $3.99M | Buy |
9,062
+62
| +0.7% | +$27.3K | 0.34% | 41 |
|
|
2023
Q3 | $3.29M | Sell |
9,000
-50
| -0.6% | -$18.3K | 0.31% | 42 |
|
|
2023
Q2 | $3.63M | Sell |
9,050
-421
| -4% | -$169K | 0.33% | 42 |
|
|
2023
Q1 | $3.27M | Sell |
9,471
-248
| -3% | -$85.5K | 0.33% | 44 |
|
|
2022
Q4 | $3.26M | Buy |
+9,719
| New | +$3.26M | 0.37% | 44 |
|