Wealth Architects’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
Q2 | $359K | Sell |
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|
2025
Q1 | $357K | Buy |
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|
2024
Q4 | $338K | Sell |
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|
2024
Q3 | $358K | Sell |
|
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|
2024
Q2 | $310K | Buy |
|
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|
2024
Q1 | $288K | Sell |
|
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|
2023
Q4 | $299K | Buy |
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|
2023
Q3 | $244K | Buy |
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|
2023
Q2 | $263K | Buy |
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|
2023
Q1 | $223K | Buy |
|
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|
2022
Q4 | $215K | Sell |
|
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|
2022
Q3 | $209K | Buy |
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|
2022
Q2 | $219K | Sell |
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|
2022
Q1 | $289K | Buy |
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|
2021
Q4 | $269K | Buy |
|