VisionPoint Advisory Group’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 | $558K | Buy |
1,058
+440
| +71% | +$232K | 0.12% | 175 |
|
|
2025
Q1 | $314K | Buy |
618
+72
| +13% | +$36.6K | 0.11% | 165 |
|
|
2024
Q4 | $271K | Sell |
546
-7
| -1% | -$3.47K | 0.09% | 155 |
|
|
2024
Q3 | $286K | Sell |
553
-3
| -0.5% | -$1.55K | 0.1% | 147 |
|
|
2024
Q2 | $248K | Sell |
556
-41
| -7% | -$18.3K | 0.09% | 148 |
|
|
2024
Q1 | $254K | Sell |
597
-14
| -2% | -$5.96K | 0.09% | 152 |
|
|
2023
Q4 | $269K | Buy |
611
+13
| +2% | +$5.73K | 0.1% | 136 |
|
|
2023
Q3 | $219K | Sell |
598
-60
| -9% | -$21.9K | 0.09% | 138 |
|
|
2023
Q2 | $264K | Buy |
+658
| New | +$264K | 0.11% | 119 |
|