Thrive Wealth Management’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 | $1.3M | Sell |
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|
2025
Q2 | $1.42M | Sell |
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|
2025
Q1 | $1.37M | Sell |
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|
2024
Q4 | $1.46M | Sell |
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|
2024
Q3 | $1.55M | Sell |
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|
2024
Q2 | $1.34M | Buy |
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|
2024
Q1 | $1.1M | Buy |
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|
2023
Q4 | $1.1M | Sell |
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|
2023
Q3 | $936K | Buy |
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|
2023
Q2 | $884K | Buy |
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|
2023
Q1 | $707K | Buy |
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|
2022
Q4 | $579K | Buy |
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|
2022
Q3 | $494K | Buy |
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|
2022
Q2 | $463K | Buy |
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|
2022
Q1 | $515K | Buy |
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