SWM
Sculati 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 | $374K | Hold |
709
| – | – | 0.14% | 96 |
|
|
2025
Q1 | $360K | Hold |
709
| – | – | 0.15% | 87 |
|
|
2024
Q4 | $353K | Hold |
709
| – | – | 0.14% | 89 |
|
|
2024
Q3 | $366K | Hold |
709
| – | – | 0.15% | 89 |
|
|
2024
Q2 | $316K | Hold |
709
| – | – | 0.14% | 88 |
|
|
2024
Q1 | $302K | Hold |
709
| – | – | 0.13% | 88 |
|
|
2023
Q4 | $312K | Buy |
709
+51
| +8% | +$22.5K | 0.15% | 86 |
|
|
2023
Q3 | $240K | Hold |
658
| – | – | 0.12% | 93 |
|
|
2023
Q2 | $264K | Hold |
658
| – | – | 0.13% | 91 |
|
|
2023
Q1 | $227K | Hold |
658
| – | – | 0.12% | 103 |
|
|
2022
Q4 | $220K | Hold |
658
| – | – | 0.12% | 99 |
|
|
2022
Q3 | $201K | Hold |
658
| – | – | 0.12% | 108 |
|
|
2022
Q2 | $222K | Hold |
658
| – | – | 0.13% | 107 |
|
|
2022
Q1 | $270K | Buy |
+658
| New | +$270K | 0.13% | 101 |
|