Wealth Enhancement Advisory Services’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.1M | Buy |
90,729
+3,935
| +5% | +$2.08M | 0.08% | 234 |
|
|
2025
Q1 | $44.1M | Buy |
86,794
+1,166
| +1% | +$592K | 0.08% | 227 |
|
|
2024
Q4 | $42.6M | Buy |
85,628
+1,187
| +1% | +$591K | 0.08% | 229 |
|
|
2024
Q3 | $43.6M | Buy |
84,441
+440
| +0.5% | +$227K | 0.09% | 210 |
|
|
2024
Q2 | $37.5M | Buy |
84,001
+355
| +0.4% | +$158K | 0.09% | 214 |
|
|
2024
Q1 | $35.6M | Buy |
83,646
+2,109
| +3% | +$897K | 0.09% | 215 |
|
|
2023
Q4 | $35.9M | Sell |
81,537
-20,487
| -20% | -$9.02M | 0.1% | 196 |
|
|
2023
Q3 | $37.3M | Buy |
102,024
+101,235
| +12,831% | +$37M | 0.12% | 171 |
|
|
2023
Q2 | $316K | Buy |
+789
| New | +$316K | ﹤0.01% | 428 |
|
|
2021
Q4 | – | Sell |
-24,923
| Closed | -$11.6M | – | 332 |
|
|
2021
Q3 | $11.6M | Buy |
24,923
+21,910
| +727% | +$10.2M | 0.17% | 68 |
|
|
2021
Q2 | $1.24M | Buy |
+3,013
| New | +$1.24M | 0.02% | 179 |
|