Wealthfront Advisers’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.5M | Buy |
40,727
+2,391
| +6% | +$1.26M | 0.06% | 109 |
|
|
2025
Q1 | $19.5M | Buy |
38,336
+4,316
| +13% | +$2.19M | 0.05% | 108 |
|
|
2024
Q4 | $16.9M | Buy |
34,020
+2,325
| +7% | +$1.16M | 0.05% | 114 |
|
|
2024
Q3 | $16.4M | Buy |
31,695
+1,908
| +6% | +$986K | 0.05% | 109 |
|
|
2024
Q2 | $13.3M | Sell |
29,787
-917
| -3% | -$409K | 0.04% | 122 |
|
|
2024
Q1 | $13.1M | Buy |
30,704
+667
| +2% | +$284K | 0.05% | 120 |
|
|
2023
Q4 | $13.2M | Sell |
30,037
-4,074
| -12% | -$1.79M | 0.05% | 108 |
|
|
2023
Q3 | $12.5M | Sell |
34,111
-566
| -2% | -$207K | 0.05% | 96 |
|
|
2023
Q2 | $13.9M | Buy |
34,677
+4,928
| +17% | +$1.98M | 0.06% | 90 |
|
|
2023
Q1 | $10.3M | Buy |
29,749
+2,314
| +8% | +$798K | 0.05% | 113 |
|
|
2022
Q4 | $9.19M | Buy |
27,435
+4,541
| +20% | +$1.52M | 0.04% | 123 |
|
|
2022
Q3 | $6.99M | Sell |
22,894
-2,623
| -10% | -$801K | 0.04% | 130 |
|
|
2022
Q2 | $8.6M | Buy |
25,517
+2,654
| +12% | +$895K | 0.04% | 110 |
|
|
2022
Q1 | $9.38M | Buy |
22,863
+8,817
| +63% | +$3.62M | 0.04% | 107 |
|
|
2021
Q4 | $6.63M | Buy |
14,046
+1,318
| +10% | +$622K | 0.03% | 152 |
|
|
2021
Q3 | $5.41M | Buy |
12,728
+2,301
| +22% | +$978K | 0.03% | 149 |
|
|
2021
Q2 | $4.28M | Buy |
10,427
+1,506
| +17% | +$618K | 0.02% | 158 |
|
|
2021
Q1 | $3.15M | Buy |
8,921
+516
| +6% | +$182K | 0.02% | 170 |
|
|
2020
Q4 | $2.76M | Sell |
8,405
-732
| -8% | -$241K | 0.02% | 164 |
|
|
2020
Q3 | $3.3M | Sell |
9,137
-353
| -4% | -$127K | 0.02% | 115 |
|
|
2020
Q2 | $3.13M | Sell |
9,490
-176
| -2% | -$58K | 0.02% | 111 |
|
|
2020
Q1 | $2.37M | Buy |
9,666
+42
| +0.4% | +$10.3K | 0.02% | 122 |
|
|
2019
Q4 | $2.63M | Buy |
9,624
+1,420
| +17% | +$388K | 0.02% | 133 |
|
|
2019
Q3 | $2.01M | Buy |
8,204
+512
| +7% | +$125K | 0.02% | 168 |
|
|
2019
Q2 | $1.75M | Buy |
7,692
+1,319
| +21% | +$300K | 0.02% | 176 |
|
|
2019
Q1 | $1.34M | Buy |
6,373
+444
| +7% | +$93.5K | 0.01% | 208 |
|
|
2018
Q4 | $1.01M | Buy |
+5,929
| New | +$1.01M | 0.01% | 244 |
|