Venture Visionary Partners’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 | $235K | Sell |
446
-23
| -5% | -$12.1K | 0.01% | 519 |
|
|
2025
Q1 | $238K | Sell |
469
-35
| -7% | -$17.8K | 0.01% | 494 |
|
|
2024
Q4 | $251K | Sell |
504
-2
| -0.4% | -$996 | 0.01% | 480 |
|
|
2024
Q3 | $261K | Sell |
506
-40
| -7% | -$20.7K | 0.01% | 480 |
|
|
2024
Q2 | $244K | Sell |
546
-6
| -1% | -$2.68K | 0.01% | 489 |
|
|
2024
Q1 | $235K | Sell |
552
-10
| -2% | -$4.25K | 0.01% | 492 |
|
|
2023
Q4 | $248K | Hold |
562
| – | – | 0.01% | 450 |
|
|
2023
Q3 | $205K | Sell |
562
-2
| -0.4% | -$731 | 0.01% | 457 |
|
|
2023
Q2 | $226K | Buy |
+564
| New | +$226K | 0.01% | 458 |
|
|
2022
Q3 | – | Sell |
-303
| Closed | -$102K | – | 1384 |
|
|
2022
Q2 | $102K | Buy |
+303
| New | +$102K | 0.01% | 597 |
|