Wealth Alliance’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 | $1.67M | Sell |
3,165
-104
| -3% | -$54.8K | 0.19% | 105 |
|
|
2025
Q1 | $1.66M | Sell |
3,269
-48
| -1% | -$24.4K | 0.2% | 99 |
|
|
2024
Q4 | $1.65M | Sell |
3,317
-16
| -0.5% | -$7.97K | 0.2% | 101 |
|
|
2024
Q3 | $1.72M | Sell |
3,333
-57
| -2% | -$29.4K | 0.21% | 101 |
|
|
2024
Q2 | $1.51M | Sell |
3,390
-53
| -2% | -$23.6K | 0.2% | 100 |
|
|
2024
Q1 | $1.46M | Sell |
3,443
-292
| -8% | -$124K | 0.19% | 111 |
|
|
2023
Q4 | $1.65M | Sell |
3,735
-64
| -2% | -$28.2K | 0.23% | 94 |
|
|
2023
Q3 | $1.39M | Sell |
3,799
-182
| -5% | -$66.5K | 0.22% | 99 |
|
|
2023
Q2 | $1.6M | Buy |
3,981
+1,193
| +43% | +$478K | 0.24% | 90 |
|
|
2023
Q1 | $961K | Sell |
2,788
-46
| -2% | -$15.9K | 0.16% | 141 |
|
|
2022
Q4 | $949K | Buy |
2,834
+582
| +26% | +$195K | 0.17% | 140 |
|
|
2022
Q3 | $687K | Sell |
2,252
-34
| -1% | -$10.4K | 0.14% | 168 |
|
|
2022
Q2 | $771K | Buy |
2,286
+20
| +0.9% | +$6.75K | 0.15% | 154 |
|
|
2022
Q1 | $930K | Buy |
2,266
+1,388
| +158% | +$570K | 0.19% | 127 |
|
|
2021
Q4 | $414K | Sell |
878
-36
| -4% | -$17K | 0.08% | 266 |
|
|
2021
Q3 | $388K | Sell |
914
-29
| -3% | -$12.3K | 0.09% | 269 |
|
|
2021
Q2 | $387K | Buy |
943
+293
| +45% | +$120K | 0.09% | 254 |
|
|
2021
Q1 | $229K | Sell |
650
-587
| -47% | -$207K | 0.06% | 353 |
|
|
2020
Q4 | $407K | Buy |
1,237
+23
| +2% | +$7.57K | 0.12% | 208 |
|
|
2020
Q3 | $438K | Hold |
1,214
| – | – | 0.16% | 161 |
|
|
2020
Q2 | $400K | Sell |
1,214
-7
| -0.6% | -$2.31K | 0.16% | 168 |
|
|
2020
Q1 | $299K | Buy |
+1,221
| New | +$299K | 0.16% | 160 |
|