Waldron Private Wealth’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 | $757K | Buy |
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|
2025
Q2 | $715K | Sell |
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|
2025
Q1 | $709K | Sell |
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|
2024
Q4 | $985K | Buy |
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|
2024
Q3 | $977K | Buy |
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|
2024
Q2 | $837K | Buy |
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|
2024
Q1 | $793K | Buy |
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|
2023
Q4 | $801K | Hold |
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|
2023
Q3 | $664K | Sell |
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|
2023
Q2 | $763K | Sell |
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|
2023
Q1 | $728K | Buy |
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|
2022
Q4 | $591K | Hold |
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|
2022
Q3 | $591K | Buy |
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|
2022
Q2 | $544K | Sell |
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|
2022
Q1 | $680K | Sell |
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|
2021
Q4 | $798K | Buy |
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|
2021
Q3 | $718K | Buy |
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|
2021
Q2 | $485K | Sell |
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|
2021
Q1 | $417K | Sell |
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|
2020
Q4 | $397K | Sell |
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|
2020
Q3 | $444K | Buy |
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|
2020
Q2 | $358K | Buy |
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|
2020
Q1 | $246K | Buy |
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|
2019
Q4 | $265K | Buy |
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|
2019
Q3 | $211K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $216K | Buy |
|