Red Door Wealth Management’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 | $559K | Hold |
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|
2025
Q2 | $606K | Buy |
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|
2025
Q1 | $563K | Buy |
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|
2024
Q4 | $483K | Hold |
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|
2024
Q3 | $501K | Buy |
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|
2024
Q2 | $252K | Sell |
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|
2024
Q1 | $257K | Buy |
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|
2023
Q4 | $214K | Sell |
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|
2023
Q3 | $210K | Sell |
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|
2023
Q2 | $672K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $211K | Buy |
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|
2021
Q4 | $215K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $191K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $113K | Hold |
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|
2020
Q1 | $84K | Buy |
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