SSW
Smith Shellnut Wilson’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $554K | Sell |
1,050
-224
| -18% | -$118K | 0.24% | 67 |
|
|
2025
Q1 | $647K | Buy |
1,274
+33
| +3% | +$16.8K | 0.3% | 59 |
|
|
2024
Q4 | $618K | Buy |
1,241
+136
| +12% | +$67.7K | 0.27% | 58 |
|
|
2024
Q3 | $571K | Sell |
1,105
-9
| -0.8% | -$4.65K | 0.26% | 66 |
|
|
2024
Q2 | $497K | Hold |
1,114
| – | – | 0.24% | 71 |
|
|
2024
Q1 | $474K | Hold |
1,114
| – | – | 0.25% | 71 |
|
|
2023
Q4 | $491K | Sell |
1,114
-23
| -2% | -$10.1K | 0.28% | 62 |
|
|
2023
Q3 | $415K | Hold |
1,137
| – | – | 0.25% | 68 |
|
|
2023
Q2 | $456K | Sell |
1,137
-6
| -0.5% | -$2.41K | 0.26% | 67 |
|
|
2023
Q1 | $394K | Hold |
1,143
| – | – | 0.24% | 70 |
|
|
2022
Q4 | $383K | Sell |
1,143
-4
| -0.3% | -$1.34K | 0.24% | 75 |
|
|
2022
Q3 | $350K | Buy |
1,147
+51
| +5% | +$15.6K | 0.23% | 69 |
|
|
2022
Q2 | $369K | Sell |
1,096
-116
| -10% | -$39.1K | 0.23% | 76 |
|
|
2022
Q1 | $497K | Sell |
1,212
-11
| -0.9% | -$4.51K | 0.26% | 67 |
|
|
2021
Q4 | $577K | Buy |
1,223
+20
| +2% | +$9.44K | 0.29% | 65 |
|
|
2021
Q3 | $511K | Buy |
1,203
+3
| +0.3% | +$1.27K | 0.3% | 65 |
|
|
2021
Q2 | $493K | Hold |
1,200
| – | – | 0.29% | 69 |
|
|
2021
Q1 | $423K | Sell |
1,200
-104
| -8% | -$36.7K | 0.26% | 69 |
|
|
2020
Q4 | $429K | Sell |
1,304
-137
| -10% | -$45.1K | 0.26% | 66 |
|
|
2020
Q3 | $520 | Hold |
1,441
| – | – | 0.19% | 58 |
|
|
2020
Q2 | $475K | Hold |
1,441
| – | – | 0.34% | 52 |
|
|
2020
Q1 | $353K | Buy |
1,441
+28
| +2% | +$6.86K | 0.3% | 62 |
|
|
2019
Q4 | $386K | Hold |
1,413
| – | – | 0.26% | 75 |
|
|
2019
Q3 | $346K | Buy |
1,413
+77
| +6% | +$18.9K | 0.26% | 76 |
|
|
2019
Q2 | $304K | Sell |
1,336
-38
| -3% | -$8.65K | 0.23% | 83 |
|
|
2019
Q1 | $289K | Buy |
1,374
+18
| +1% | +$3.79K | 0.23% | 93 |
|
|
2018
Q4 | $230K | Sell |
1,356
-18
| -1% | -$3.05K | 0.25% | 94 |
|
|
2018
Q3 | $268K | Buy |
+1,374
| New | +$268K | 0.24% | 92 |
|
|
2018
Q1 | $263K | Sell |
1,374
-425
| -24% | -$81.4K | 0.23% | 88 |
|
|
2017
Q4 | $305K | Buy |
1,799
+74
| +4% | +$12.5K | 0.26% | 85 |
|
|
2017
Q3 | $270K | Buy |
+1,725
| New | +$270K | 0.24% | 93 |
|