SWA
SFMG Wealth Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-504
| Closed | -$256K | – | 299 |
|
|
2025
Q1 | $256K | Sell |
504
-41
| -8% | -$20.8K | 0.02% | 221 |
|
|
2024
Q4 | $271K | Buy |
545
+23
| +4% | +$11.5K | 0.02% | 213 |
|
|
2024
Q3 | $270K | Buy |
522
+15
| +3% | +$7.75K | 0.02% | 211 |
|
|
2024
Q2 | $226K | Sell |
507
-1
| -0.2% | -$446 | 0.02% | 225 |
|
|
2024
Q1 | $216K | Sell |
508
-6
| -1% | -$2.55K | 0.02% | 239 |
|
|
2023
Q4 | $226K | Sell |
514
-61
| -11% | -$26.8K | 0.02% | 225 |
|
|
2023
Q3 | $210K | Sell |
575
-104
| -15% | -$38K | 0.02% | 216 |
|
|
2023
Q2 | $272K | Buy |
+679
| New | +$272K | 0.03% | 187 |
|