Trueblood Wealth Management’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $731K | Buy |
1,386
+1
| +0.1% | +$527 | 0.31% | 110 |
|
|
2025
Q1 | $704K | Buy |
1,385
+188
| +16% | +$95.5K | 0.33% | 105 |
|
|
2024
Q4 | $596K | Buy |
1,197
+16
| +1% | +$7.97K | 0.29% | 116 |
|
|
2024
Q3 | $610K | Sell |
1,181
-15
| -1% | -$7.75K | 0.31% | 107 |
|
|
2024
Q2 | $533K | Buy |
1,196
+35
| +3% | +$15.6K | 0.3% | 103 |
|
|
2024
Q1 | $494K | Sell |
1,161
-123
| -10% | -$52.3K | 0.28% | 105 |
|
|
2023
Q4 | $566K | Buy |
+1,284
| New | +$566K | 0.35% | 93 |
|