WealthPLAN Partners’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 | $1.08M | Sell |
2,057
-1,826
| -47% | -$963K | 0.17% | 118 |
|
|
2025
Q1 | $1.97M | Buy |
3,883
+73
| +2% | +$37.1K | 0.28% | 90 |
|
|
2024
Q4 | $1.9M | Sell |
3,810
-951
| -20% | -$474K | 0.27% | 96 |
|
|
2024
Q3 | $2.46M | Sell |
4,761
-2,861
| -38% | -$1.48M | 0.33% | 81 |
|
|
2024
Q2 | $3.4M | Buy |
7,622
+392
| +5% | +$175K | 0.37% | 81 |
|
|
2024
Q1 | $3.08M | Buy |
7,230
+1,684
| +30% | +$716K | 0.32% | 95 |
|
|
2023
Q4 | $2.44M | Buy |
5,546
+169
| +3% | +$74.4K | 0.25% | 102 |
|
|
2023
Q3 | $1.96M | Buy |
5,377
+3,321
| +162% | +$1.21M | 0.23% | 104 |
|
|
2023
Q2 | $824K | Sell |
2,056
-2,933
| -59% | -$1.18M | 0.12% | 148 |
|
|
2023
Q1 | $1.72M | Sell |
4,989
-3,550
| -42% | -$1.22M | 0.2% | 102 |
|
|
2022
Q4 | $3.12M | Buy |
+8,539
| New | +$3.12M | 0.22% | 95 |
|
|
2022
Q1 | $3.36M | Buy |
8,924
+3,631
| +69% | +$1.37M | 0.23% | 95 |
|
|
2021
Q4 | $2.2M | Buy |
5,293
+532
| +11% | +$221K | 0.14% | 112 |
|
|
2021
Q3 | $2.24M | Buy |
4,761
+193
| +4% | +$90.8K | 0.15% | 112 |
|
|
2021
Q2 | $1.98M | Buy |
4,568
+1,000
| +28% | +$434K | 0.14% | 109 |
|
|
2021
Q1 | $1.42M | Buy |
+3,568
| New | +$1.42M | 0.11% | 121 |
|