Strategic Wealth Partners’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 | $1.69M | Buy |
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|
2025
Q2 | $1.56M | Buy |
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|
2024
Q4 | $1.49M | Buy |
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|
2024
Q3 | $1.35M | Buy |
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|
2024
Q2 | $1.06M | Buy |
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|
2024
Q1 | $927K | Buy |
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|
2023
Q4 | $842K | Sell |
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|
2023
Q3 | $890K | Buy |
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|
2023
Q2 | $751K | Buy |
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|
2023
Q1 | $635K | Buy |
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|
2022
Q4 | $222K | Sell |
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|
2022
Q3 | $239K | Sell |
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|
2022
Q2 | $750K | Buy |
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|
2022
Q1 | $557K | Buy |
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|
2021
Q4 | $488K | Buy |
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|
2021
Q3 | $422K | Buy |
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|
2021
Q2 | $381K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $15 | Hold |
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|
2019
Q2 | $14K | Hold |
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|
2019
Q1 | $14K | Hold |
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|
2018
Q4 | $11K | Hold |
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|
2018
Q3 | $13K | Sell |
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|
2018
Q2 | $17K | Hold |
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|
2018
Q1 | $16K | Buy |
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|
2017
Q4 | $11K | Buy |
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