Wealthfront Advisers’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 | $21.5M | Buy |
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|
2025
Q1 | $19.5M | Buy |
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|
2024
Q4 | $16.9M | Buy |
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|
2024
Q3 | $16.4M | Buy |
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|
2024
Q2 | $13.3M | Sell |
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|
2024
Q1 | $13.1M | Buy |
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|
2023
Q4 | $13.2M | Sell |
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|
2023
Q3 | $12.5M | Sell |
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|
2023
Q2 | $13.9M | Buy |
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|
2023
Q1 | $10.3M | Buy |
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|
2022
Q4 | $9.19M | Buy |
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|
2022
Q3 | $6.99M | Sell |
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|
2022
Q2 | $8.6M | Buy |
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|
2022
Q1 | $9.38M | Buy |
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|
2021
Q4 | $6.63M | Buy |
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|
2021
Q3 | $5.41M | Buy |
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|
2021
Q2 | $4.28M | Buy |
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|
2021
Q1 | $3.15M | Buy |
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|
2020
Q4 | $2.76M | Sell |
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|
2020
Q3 | $3.29M | Sell |
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|
2020
Q2 | $3.13M | Sell |
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|
2020
Q1 | $2.37M | Buy |
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|
2019
Q4 | $2.63M | Buy |
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|
2019
Q3 | $2.01M | Buy |
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|
2019
Q2 | $1.75M | Buy |
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|
2019
Q1 | $1.34M | Buy |
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|
2018
Q4 | $1.01M | Buy |
|