Wealth Architects’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 | $359K | Sell |
681
-21
| -3% | -$11.1K | 0.04% | 157 |
|
|
2025
Q1 | $357K | Buy |
702
+23
| +3% | +$11.7K | 0.04% | 163 |
|
|
2024
Q4 | $338K | Sell |
679
-14
| -2% | -$6.97K | 0.04% | 155 |
|
|
2024
Q3 | $358K | Sell |
693
-1
| -0.1% | -$517 | 0.04% | 150 |
|
|
2024
Q2 | $310K | Buy |
694
+17
| +3% | +$7.58K | 0.04% | 160 |
|
|
2024
Q1 | $288K | Sell |
677
-1
| -0.1% | -$425 | 0.04% | 161 |
|
|
2023
Q4 | $299K | Buy |
678
+10
| +1% | +$4.41K | 0.04% | 156 |
|
|
2023
Q3 | $244K | Buy |
668
+13
| +2% | +$4.75K | 0.04% | 159 |
|
|
2023
Q2 | $263K | Buy |
655
+7
| +1% | +$2.81K | 0.04% | 155 |
|
|
2023
Q1 | $223K | Buy |
648
+6
| +0.9% | +$2.07K | 0.04% | 166 |
|
|
2022
Q4 | $215K | Sell |
642
-42
| -6% | -$14.1K | 0.04% | 159 |
|
|
2022
Q3 | $209K | Buy |
684
+35
| +5% | +$10.7K | 0.04% | 158 |
|
|
2022
Q2 | $219K | Sell |
649
-55
| -8% | -$18.6K | 0.04% | 165 |
|
|
2022
Q1 | $289K | Buy |
704
+134
| +24% | +$55K | 0.05% | 156 |
|
|
2021
Q4 | $269K | Buy |
+570
| New | +$269K | 0.05% | 157 |
|