Ridgecrest Wealth Partners’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 | $2.27M | Hold |
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|
2025
Q2 | $2.46M | Sell |
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|
2025
Q1 | $2.61M | Hold |
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|
2024
Q4 | $2.56M | Hold |
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|
2024
Q3 | $2.66M | Sell |
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|
2024
Q2 | $2.29M | Sell |
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|
2024
Q1 | $2.19M | Sell |
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|
2023
Q4 | $2.3M | Sell |
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|
2023
Q3 | $2.28M | Sell |
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|
2023
Q2 | $4.12M | Sell |
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|
2023
Q1 | $3.64M | Hold |
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|
2022
Q4 | $3.54M | Hold |
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|
2022
Q3 | $3.22M | Sell |
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|
2022
Q2 | $4.38M | Hold |
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|
2022
Q1 | $5.33M | Hold |
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|
2021
Q4 | $6.13M | Hold |
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|
2021
Q3 | $5.52M | Hold |
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|
2021
Q2 | $5.34M | Hold |
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|
2021
Q1 | $4.59M | Buy |
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