River Wealth Advisors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Sell |
2,784
-38
| -1% | -$20K | 0.18% | 96 |
|
|
2025
Q1 | $1.43M | Sell |
2,822
-169
| -6% | -$85.9K | 0.2% | 90 |
|
|
2024
Q4 | $1.49M | Sell |
2,991
-73
| -2% | -$36.4K | 0.2% | 93 |
|
|
2024
Q3 | $1.58M | Sell |
3,064
-134
| -4% | -$69.2K | 0.21% | 96 |
|
|
2024
Q2 | $1.43M | Buy |
3,198
+5
| +0.2% | +$2.23K | 0.2% | 94 |
|
|
2024
Q1 | $1.36M | Sell |
3,193
-29
| -0.9% | -$12.3K | 0.2% | 97 |
|
|
2023
Q4 | $1.42M | Sell |
3,222
-70
| -2% | -$30.8K | 0.23% | 95 |
|
|
2023
Q3 | $1.2M | Sell |
3,292
-108
| -3% | -$39.5K | 0.22% | 99 |
|
|
2023
Q2 | $1.36M | Sell |
3,400
-286
| -8% | -$115K | 0.23% | 99 |
|
|
2023
Q1 | $1.27M | Sell |
3,686
-10
| -0.3% | -$3.45K | 0.23% | 103 |
|
|
2022
Q4 | $1.24M | Sell |
3,696
-18
| -0.5% | -$6.03K | 0.24% | 101 |
|
|
2022
Q3 | $1.13M | Sell |
3,714
-105
| -3% | -$32.1K | 0.24% | 95 |
|
|
2022
Q2 | $1.29M | Sell |
3,819
-334
| -8% | -$113K | 0.24% | 96 |
|
|
2022
Q1 | $1.7M | Sell |
4,153
-35
| -0.8% | -$14.4K | 0.27% | 86 |
|
|
2021
Q4 | $1.98M | Sell |
4,188
-95
| -2% | -$44.8K | 0.31% | 83 |
|
|
2021
Q3 | $1.82M | Sell |
4,283
-252
| -6% | -$107K | 0.31% | 81 |
|
|
2021
Q2 | $1.86M | Sell |
4,535
-112
| -2% | -$46K | 0.33% | 80 |
|
|
2021
Q1 | $1.64M | Sell |
4,647
-115
| -2% | -$40.6K | 0.31% | 85 |
|
|
2020
Q4 | $1.57M | Sell |
4,762
-72
| -1% | -$23.7K | 0.34% | 76 |
|
|
2020
Q3 | $1.74M | Sell |
4,834
-164
| -3% | -$59.1K | 0.45% | 64 |
|
|
2020
Q2 | $1.65M | Buy |
4,998
+195
| +4% | +$64.3K | 0.5% | 61 |
|
|
2020
Q1 | $1.18M | Sell |
4,803
-319
| -6% | -$78.2K | 0.47% | 66 |
|
|
2019
Q4 | $1.4M | Sell |
5,122
-366
| -7% | -$100K | 0.47% | 67 |
|
|
2019
Q3 | $1.34M | Sell |
5,488
-297
| -5% | -$72.7K | 0.51% | 66 |
|
|
2019
Q2 | $1.32M | Sell |
5,785
-30
| -0.5% | -$6.84K | 0.51% | 65 |
|
|
2019
Q1 | $1.22M | Sell |
5,815
-130
| -2% | -$27.4K | 0.51% | 68 |
|
|
2018
Q4 | $1.01M | Sell |
5,945
-505
| -8% | -$85.8K | 0.45% | 70 |
|
|
2018
Q3 | $1.26M | Sell |
6,450
-342
| -5% | -$66.8K | 0.46% | 72 |
|
|
2018
Q2 | $1.39M | Sell |
6,792
-89
| -1% | -$18.1K | 0.54% | 63 |
|
|
2018
Q1 | $1.32M | Sell |
6,881
-15
| -0.2% | -$2.87K | 0.55% | 67 |
|
|
2017
Q4 | $1.17M | Sell |
6,896
-144
| -2% | -$24.4K | 0.49% | 75 |
|
|
2017
Q3 | $1.1M | Sell |
7,040
-49
| -0.7% | -$7.66K | 0.5% | 76 |
|
|
2017
Q2 | $1.04M | Sell |
7,089
-34
| -0.5% | -$4.96K | 0.48% | 75 |
|
|
2017
Q1 | $931K | Sell |
7,123
-435
| -6% | -$56.9K | 0.45% | 79 |
|
|
2016
Q4 | $813K | Sell |
7,558
-28
| -0.4% | -$3.01K | 0.41% | 85 |
|
|
2016
Q3 | $960K | Sell |
7,586
-404
| -5% | -$51.1K | 0.53% | 69 |
|
|
2016
Q2 | $857K | Buy |
+7,990
| New | +$857K | 0.49% | 73 |
|