WealthPlan Investment Management’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.43M | Buy |
10,297
+2,051
| +25% | +$1.08M | 0.4% | 80 |
|
|
2025
Q1 | $4.19M | Sell |
8,246
-700
| -8% | -$356K | 0.41% | 73 |
|
|
2024
Q4 | $4.46M | Sell |
8,946
-13
| -0.1% | -$6.47K | 0.44% | 69 |
|
|
2024
Q3 | $4.63M | Buy |
8,959
+3,592
| +67% | +$1.86M | 0.47% | 72 |
|
|
2024
Q2 | $2.39M | Buy |
5,367
+173
| +3% | +$77.2K | 0.36% | 68 |
|
|
2024
Q1 | $2.21M | Buy |
5,194
+382
| +8% | +$163K | 0.34% | 70 |
|
|
2023
Q4 | $2.12M | Buy |
4,812
+391
| +9% | +$172K | 0.34% | 72 |
|
|
2023
Q3 | $1.62M | Buy |
4,421
+2,282
| +107% | +$834K | 0.29% | 73 |
|
|
2023
Q2 | $857K | Sell |
2,139
-2,008
| -48% | -$805K | 0.26% | 79 |
|
|
2023
Q1 | $1.43M | Sell |
4,147
-4,392
| -51% | -$1.51M | 0.25% | 76 |
|
|
2022
Q4 | $3.16M | Sell |
8,539
-594
| -7% | -$220K | 0.22% | 96 |
|
|
2022
Q3 | $3.21M | Buy |
+9,133
| New | +$3.21M | 0.23% | 85 |
|
|
2022
Q1 | $3.36M | Buy |
+8,924
| New | +$3.36M | 0.23% | 95 |
|