Relyea Zuckerberg Hanson’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 | $414K | Sell |
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|
2025
Q2 | $508K | Buy |
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|
2025
Q1 | $469K | Sell |
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|
2024
Q4 | $832K | Buy |
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|
2024
Q3 | $824K | Buy |
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|
2024
Q2 | $667K | Buy |
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|
2024
Q1 | $598K | Buy |
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|
2023
Q4 | $609K | Sell |
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|
2023
Q3 | $553K | Sell |
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|
2023
Q2 | $609K | Buy |
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|
2023
Q1 | $437K | Buy |
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|
2022
Q4 | $420K | Buy |
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|
2022
Q3 | $345K | Buy |
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|
2022
Q2 | $343K | Hold |
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|
2022
Q1 | $403K | Buy |
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|
2021
Q4 | $376K | Buy |
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|
2021
Q3 | $376K | Buy |
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|
2021
Q2 | $333K | Buy |
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|
2021
Q1 | $307K | Sell |
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|
2020
Q4 | $266K | Buy |
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|
2020
Q3 | $278K | Hold |
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|
2020
Q2 | $264K | Sell |
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|
2020
Q1 | $203K | Buy |
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|
2019
Q4 | $218K | Buy |
|