Wealthspire Advisors (New York)’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 | $548K | Buy |
1,040
+352
| +51% | +$186K | ﹤0.01% | 517 |
|
|
2025
Q1 | $350K | Sell |
688
-80
| -10% | -$40.7K | ﹤0.01% | 602 |
|
|
2024
Q4 | $383K | Buy |
768
+116
| +18% | +$57.8K | ﹤0.01% | 586 |
|
|
2024
Q3 | $337K | Sell |
652
-20
| -3% | -$10.3K | ﹤0.01% | 597 |
|
|
2024
Q2 | $300K | Buy |
672
+117
| +21% | +$52.2K | ﹤0.01% | 540 |
|
|
2024
Q1 | $236K | Sell |
555
-196
| -26% | -$83.4K | ﹤0.01% | 561 |
|
|
2023
Q4 | $331K | Buy |
751
+134
| +22% | +$59K | ﹤0.01% | 501 |
|
|
2023
Q3 | $226K | Buy |
+617
| New | +$226K | ﹤0.01% | 545 |
|
|
2023
Q1 | – | Sell |
-1,234
| Closed | -$413K | – | 590 |
|
|
2022
Q4 | $413K | Buy |
+1,234
| New | +$413K | 0.01% | 404 |
|
|
2022
Q1 | – | Sell |
-992
| Closed | -$468K | – | 538 |
|
|
2021
Q4 | $468K | Sell |
992
-1,167
| -54% | -$551K | 0.01% | 331 |
|
|
2021
Q3 | $917K | Buy |
+2,159
| New | +$917K | 0.02% | 262 |
|
|
2021
Q2 | – | Sell |
-3,454
| Closed | -$1.22M | – | 618 |
|
|
2021
Q1 | $1.22M | Buy |
3,454
+904
| +35% | +$319K | 0.03% | 228 |
|
|
2020
Q4 | $838K | Buy |
2,550
+708
| +38% | +$233K | 0.02% | 225 |
|
|
2020
Q3 | $664K | Buy |
1,842
+123
| +7% | +$44.3K | 0.04% | 157 |
|
|
2020
Q2 | $566K | Sell |
1,719
-1,002
| -37% | -$330K | 0.04% | 143 |
|
|
2020
Q1 | $667K | Buy |
2,721
+1,937
| +247% | +$475K | 0.03% | 254 |
|
|
2019
Q4 | $214K | Buy |
+784
| New | +$214K | 0.02% | 194 |
|
|
2019
Q1 | – | Sell |
-180
| Closed | -$31K | – | 681 |
|
|
2018
Q4 | $31K | Buy |
+180
| New | +$31K | ﹤0.01% | 252 |
|