RWPA
Richard W. Paul & Associates’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $759K | Buy |
1,439
+24
| +2% | +$12.7K | 0.27% | 91 |
|
|
2025
Q1 | $719K | Buy |
1,415
+35
| +3% | +$17.8K | 0.28% | 89 |
|
|
2024
Q4 | $687K | Buy |
1,380
+35
| +3% | +$17.4K | 0.25% | 104 |
|
|
2024
Q3 | $695K | Sell |
1,345
-42
| -3% | -$21.7K | 0.25% | 108 |
|
|
2024
Q2 | $619K | Buy |
1,387
+73
| +6% | +$32.6K | 0.24% | 108 |
|
|
2024
Q1 | $559K | Sell |
1,314
-5
| -0.4% | -$2.13K | 0.22% | 110 |
|
|
2023
Q4 | $581K | Sell |
1,319
-50
| -4% | -$22K | 0.24% | 103 |
|
|
2023
Q3 | $501K | Sell |
1,369
-32
| -2% | -$11.7K | 0.23% | 99 |
|
|
2023
Q2 | $562K | Buy |
1,401
+182
| +15% | +$73K | 0.24% | 105 |
|
|
2023
Q1 | $420K | Buy |
1,219
+130
| +12% | +$44.8K | 0.19% | 116 |
|
|
2022
Q4 | $365K | Buy |
+1,089
| New | +$365K | 0.18% | 126 |
|