WD Rutherford’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 | $3.16M | Sell |
6,002
-324
| -5% | -$171K | 1.46% | 31 |
|
|
2025
Q1 | $2.98M | Buy |
6,326
+761
| +14% | +$358K | 1.59% | 30 |
|
|
2024
Q4 | $2.77M | Buy |
5,565
+365
| +7% | +$182K | 1.31% | 36 |
|
|
2024
Q3 | $2.69M | Sell |
5,200
-139
| -3% | -$71.8K | 1.31% | 35 |
|
|
2024
Q2 | $2.38M | Buy |
5,339
+269
| +5% | +$120K | 1.2% | 33 |
|
|
2024
Q1 | $2.16M | Sell |
5,070
-60
| -1% | -$25.5K | 1.12% | 39 |
|
|
2023
Q4 | $2.28M | Sell |
5,130
-5
| -0.1% | -$2.22K | 1.33% | 33 |
|
|
2023
Q3 | $1.88M | Sell |
5,135
-50
| -1% | -$18.3K | 1.29% | 36 |
|
|
2023
Q2 | $2.08M | Hold |
5,185
| – | – | 1.33% | 30 |
|
|
2023
Q1 | $1.79M | Sell |
5,185
-25
| -0.5% | -$8.62K | 1.26% | 32 |
|
|
2022
Q4 | $1.75M | Sell |
5,210
-325
| -6% | -$109K | 1.37% | 32 |
|
|
2022
Q3 | $1.69M | Sell |
5,535
-100
| -2% | -$30.5K | 1.36% | 34 |
|
|
2022
Q2 | $1.9M | Sell |
5,635
-205
| -4% | -$69.1K | 1.47% | 29 |
|
|
2022
Q1 | $2.4M | Sell |
5,840
-30
| -0.5% | -$12.3K | 1.37% | 30 |
|
|
2021
Q4 | $2.77M | Hold |
5,870
| – | – | 1.4% | 28 |
|
|
2021
Q3 | $2.49M | Buy |
5,870
+285
| +5% | +$121K | 1.35% | 33 |
|
|
2021
Q2 | $2.29M | Hold |
5,585
| – | – | 1.28% | 33 |
|
|
2021
Q1 | $1.97M | Buy |
5,585
+1,215
| +28% | +$429K | 1.23% | 33 |
|
|
2020
Q4 | $1.44M | Buy |
+4,370
| New | +$1.44M | 0.91% | 40 |
|