Wealth Enhancement Advisory Services’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
Q3 | $45.8M | Buy |
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|
2025
Q2 | $48.1M | Buy |
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|
2025
Q1 | $44.1M | Buy |
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|
2024
Q4 | $42.6M | Buy |
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|
2024
Q3 | $43.6M | Buy |
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|
2024
Q2 | $37.5M | Buy |
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|
2024
Q1 | $35.6M | Buy |
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|
2023
Q4 | $35.9M | Sell |
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|
2023
Q3 | $37.3M | Buy |
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|
2023
Q2 | $316K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $11.6M | Buy |
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|
2021
Q2 | $1.24M | Buy |
|