Transform Wealth’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
Q1 | $1.88M | Buy |
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|
2024
Q4 | $1.84M | Buy |
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|
2024
Q3 | $1.85M | Hold |
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|
2024
Q2 | $1.6M | Sell |
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|
2024
Q1 | $1.52M | Buy |
|
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|
2023
Q4 | $1.58M | Sell |
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|
2023
Q3 | $1.43M | Sell |
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|
2023
Q2 | $3.85M | Hold |
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|
2023
Q1 | $3.31M | Buy |
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|
2022
Q4 | $2.01M | Buy |
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|
2022
Q3 | $366K | Sell |
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|
2022
Q2 | $499K | Sell |
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|
2022
Q1 | $859K | Buy |
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|
2021
Q4 | $775K | Sell |
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|
2021
Q3 | $779K | Sell |
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|
2021
Q2 | $827K | Buy |
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|
2021
Q1 | $660K | Sell |
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|
2020
Q4 | $619K | Buy |
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