Traphagen Investment Advisors’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 | $246K | Buy |
|
|||||
|
2025
Q2 | $265K | Hold |
|
|||||
|
2025
Q1 | $255K | Hold |
|
|||||
|
2024
Q4 | $250K | Hold |
|
|||||
|
2024
Q3 | $259K | Buy |
|
|||||
|
2024
Q2 | $223K | Sell |
|
|||||
|
2024
Q1 | $279K | Buy |
|
|||||
|
2023
Q4 | $288K | Sell |
|
|||||
|
2023
Q3 | $284K | Buy |
|
|||||
|
2023
Q2 | $312K | Sell |
|
|||||
|
2023
Q1 | $335K | Buy |
|
|||||
|
2022
Q4 | $319K | Buy |
|
|||||
|
2022
Q3 | $289K | Hold |
|
|||||
|
2022
Q2 | $319K | Buy |
|
|||||
|
2022
Q1 | $373K | Buy |
|
|||||
|
2021
Q4 | $330K | Buy |
|
|||||
|
2021
Q3 | $255K | Hold |
|
|||||
|
2021
Q2 | $246K | Hold |
|
|||||
|
2021
Q1 | $212K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $216K | Buy |
|