Regent Peak Wealth Advisors’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 | $499K | Buy |
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|
2025
Q1 | $522K | Sell |
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|
2024
Q4 | $516K | Buy |
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|
2024
Q3 | $526K | Buy |
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|
2024
Q2 | $448K | Buy |
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|
2024
Q1 | $417K | Buy |
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|
2023
Q4 | $426K | Buy |
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|
2023
Q3 | $349K | Buy |
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|
2023
Q2 | $372K | Buy |
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|
2023
Q1 | $315K | Buy |
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|
2022
Q4 | $301K | Sell |
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|
2022
Q3 | $283K | Buy |
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|
2022
Q2 | $310K | Sell |
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|
2022
Q1 | $388K | Buy |
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|
2021
Q4 | $324K | Buy |
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|
2021
Q3 | $283K | Buy |
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|
2021
Q2 | $283K | Buy |
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|
2021
Q1 | $225K | Buy |
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|
2020
Q4 | $199K | Buy |
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|
2020
Q3 | $216K | Buy |
|