Smith Shellnut Wilson’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 | $565K | Buy |
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|
2025
Q2 | $554K | Sell |
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|
2025
Q1 | $647K | Buy |
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|
2024
Q4 | $618K | Buy |
|
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|
2024
Q3 | $571K | Sell |
|
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|
2024
Q2 | $497K | Hold |
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|
2024
Q1 | $474K | Hold |
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|
2023
Q4 | $491K | Sell |
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|
2023
Q3 | $415K | Hold |
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|
2023
Q2 | $456K | Sell |
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|
2023
Q1 | $394K | Hold |
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|
2022
Q4 | $383K | Sell |
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|
2022
Q3 | $350K | Buy |
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|
2022
Q2 | $369K | Sell |
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|
2022
Q1 | $497K | Sell |
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|
2021
Q4 | $577K | Buy |
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|
2021
Q3 | $511K | Buy |
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|
2021
Q2 | $493K | Hold |
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|
2021
Q1 | $423K | Sell |
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|
2020
Q4 | $429K | Sell |
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|
2020
Q3 | $520 | Hold |
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|
2020
Q2 | $475K | Hold |
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|
2020
Q1 | $353K | Buy |
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|
2019
Q4 | $386K | Hold |
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|
2019
Q3 | $346K | Buy |
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|
2019
Q2 | $304K | Sell |
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|
2019
Q1 | $289K | Buy |
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|
2018
Q4 | $230K | Sell |
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|
2018
Q3 | $268K | Buy |
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|
2018
Q1 | $263K | Sell |
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|
2017
Q4 | $305K | Buy |
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|
2017
Q3 | $270K | Buy |
|