W.H. Cornerstone Investments’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 | $384K | Sell |
729
-233
| -24% | -$123K | 0.24% | 83 |
|
|
2025
Q1 | $489K | Sell |
962
-1,025
| -52% | -$521K | 0.34% | 70 |
|
|
2024
Q4 | $989K | Sell |
1,987
-910
| -31% | -$453K | 0.66% | 33 |
|
|
2024
Q3 | $1.5M | Sell |
2,897
-439
| -13% | -$227K | 1.01% | 19 |
|
|
2024
Q2 | $1.49M | Sell |
3,336
-181
| -5% | -$80.7K | 1.05% | 17 |
|
|
2024
Q1 | $1.5M | Sell |
3,517
-50
| -1% | -$21.3K | 1.08% | 17 |
|
|
2023
Q4 | $1.57M | Sell |
3,567
-13
| -0.4% | -$5.73K | 1.25% | 15 |
|
|
2023
Q3 | $1.31M | Sell |
3,580
-74
| -2% | -$27K | 1.15% | 20 |
|
|
2023
Q2 | $1.47M | Buy |
3,654
+12
| +0.3% | +$4.81K | 1.31% | 17 |
|
|
2023
Q1 | $1.26M | Buy |
3,642
+758
| +26% | +$261K | 1.14% | 23 |
|
|
2022
Q4 | $1.06M | Sell |
2,884
-116
| -4% | -$42.5K | 1% | 33 |
|
|
2022
Q3 | $884K | Buy |
+3,000
| New | +$884K | 0.93% | 35 |
|