Robertson Stephens Wealth Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.36M | Buy |
6,367
+1,420
| +29% | +$749K | 0.11% | 134 |
|
|
2025
Q1 | $2.51M | Sell |
4,947
-16
| -0.3% | -$8.13K | 0.09% | 170 |
|
|
2024
Q4 | $2.47M | Sell |
4,963
-6
| -0.1% | -$2.99K | 0.09% | 178 |
|
|
2024
Q3 | $2.57M | Sell |
4,969
-25
| -0.5% | -$12.9K | 0.09% | 169 |
|
|
2024
Q2 | $2.23M | Buy |
4,994
+156
| +3% | +$69.6K | 0.11% | 140 |
|
|
2024
Q1 | $2.06M | Sell |
4,838
-69
| -1% | -$29.4K | 0.11% | 151 |
|
|
2023
Q4 | $2.16M | Buy |
4,907
+17
| +0.3% | +$7.49K | 0.13% | 132 |
|
|
2023
Q3 | $1.79M | Sell |
4,890
-35
| -0.7% | -$12.8K | 0.12% | 153 |
|
|
2023
Q2 | $1.97M | Sell |
4,925
-58
| -1% | -$23.3K | 0.14% | 128 |
|
|
2023
Q1 | $1.72M | Sell |
4,983
-212
| -4% | -$73.1K | 0.13% | 140 |
|
|
2022
Q4 | $1.74M | Buy |
5,195
+10
| +0.2% | +$3.35K | 0.17% | 122 |
|
|
2022
Q3 | $1.58M | Buy |
5,185
+48
| +0.9% | +$14.7K | 0.17% | 108 |
|
|
2022
Q2 | $1.73M | Sell |
5,137
-37
| -0.7% | -$12.5K | 0.16% | 111 |
|
|
2022
Q1 | $2.12M | Buy |
5,174
+197
| +4% | +$80.8K | 0.18% | 106 |
|
|
2021
Q4 | $2.35M | Buy |
4,977
+70
| +1% | +$33K | 0.2% | 101 |
|
|
2021
Q3 | $2.08M | Sell |
4,907
-88
| -2% | -$37.4K | 0.24% | 69 |
|
|
2021
Q2 | $2.05M | Buy |
4,995
+160
| +3% | +$65.7K | 0.25% | 68 |
|
|
2021
Q1 | $1.71M | Buy |
4,835
+18
| +0.4% | +$6.35K | 0.27% | 66 |
|
|
2020
Q4 | $1.58M | Sell |
4,817
-87
| -2% | -$28.6K | 0.33% | 61 |
|
|
2020
Q3 | $1.77M | Sell |
4,904
-27
| -0.5% | -$9.73K | 0.43% | 49 |
|
|
2020
Q2 | $1.62M | Buy |
4,931
+3,931
| +393% | +$1.29M | 0.47% | 49 |
|
|
2020
Q1 | $245K | Buy |
+1,000
| New | +$245K | 0.08% | 155 |
|