TWM
Thrive 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 | $1.42M | Sell |
2,684
-21
| -0.8% | -$11.1K | 0.23% | 51 |
|
|
2025
Q1 | $1.37M | Sell |
2,705
-229
| -8% | -$116K | 0.26% | 46 |
|
|
2024
Q4 | $1.46M | Sell |
2,934
-58
| -2% | -$28.9K | 0.26% | 44 |
|
|
2024
Q3 | $1.55M | Sell |
2,992
-9
| -0.3% | -$4.65K | 0.28% | 43 |
|
|
2024
Q2 | $1.34M | Buy |
3,001
+409
| +16% | +$182K | 0.26% | 47 |
|
|
2024
Q1 | $1.1M | Buy |
2,592
+88
| +4% | +$37.4K | 0.23% | 55 |
|
|
2023
Q4 | $1.1M | Sell |
2,504
-57
| -2% | -$25.1K | 0.25% | 53 |
|
|
2023
Q3 | $936K | Buy |
2,561
+356
| +16% | +$130K | 0.25% | 54 |
|
|
2023
Q2 | $884K | Buy |
2,205
+155
| +8% | +$62.1K | 0.23% | 61 |
|
|
2023
Q1 | $707K | Buy |
2,050
+320
| +18% | +$110K | 0.18% | 71 |
|
|
2022
Q4 | $579K | Buy |
1,730
+113
| +7% | +$37.9K | 0.17% | 78 |
|
|
2022
Q3 | $494K | Buy |
1,617
+243
| +18% | +$74.2K | 0.17% | 81 |
|
|
2022
Q2 | $463K | Buy |
1,374
+118
| +9% | +$39.8K | 0.16% | 80 |
|
|
2022
Q1 | $515K | Buy |
+1,256
| New | +$515K | 0.15% | 78 |
|