Wedbush Securities’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 | $1.28M | Buy |
2,427
+277
| +13% | +$146K | 0.04% | 342 |
|
|
2025
Q1 | $1.09M | Sell |
2,150
-178
| -8% | -$90.4K | 0.04% | 370 |
|
|
2024
Q4 | $1.16M | Sell |
2,328
-50
| -2% | -$24.9K | 0.04% | 338 |
|
|
2024
Q3 | $1.23M | Sell |
2,378
-289
| -11% | -$149K | 0.05% | 316 |
|
|
2024
Q2 | $1.19M | Sell |
2,667
-1,671
| -39% | -$745K | 0.04% | 326 |
|
|
2024
Q1 | $1.85M | Buy |
4,338
+217
| +5% | +$92.3K | 0.07% | 228 |
|
|
2023
Q4 | $1.82M | Sell |
4,121
-203
| -5% | -$89.4K | 0.08% | 180 |
|
|
2023
Q3 | $1.58M | Buy |
4,324
+192
| +5% | +$70.2K | 0.08% | 194 |
|
|
2023
Q2 | $1.66M | Buy |
4,132
+50
| +1% | +$20.1K | 0.08% | 192 |
|
|
2023
Q1 | $1.41M | Buy |
4,082
+208
| +5% | +$71.7K | 0.07% | 227 |
|
|
2022
Q4 | $1.3M | Sell |
3,874
-63
| -2% | -$21.1K | 0.07% | 238 |
|
|
2022
Q3 | $1.2M | Sell |
3,937
-86
| -2% | -$26.3K | 0.07% | 236 |
|
|
2022
Q2 | $1.36M | Buy |
4,023
+898
| +29% | +$303K | 0.07% | 221 |
|
|
2022
Q1 | $1.28M | Buy |
3,125
+1,513
| +94% | +$621K | 0.06% | 280 |
|
|
2021
Q4 | $761K | Sell |
1,612
-491
| -23% | -$232K | 0.03% | 461 |
|
|
2021
Q3 | $894K | Sell |
2,103
-1,282
| -38% | -$545K | 0.04% | 390 |
|
|
2021
Q2 | $1.39M | Sell |
3,385
-6
| -0.2% | -$2.46K | 0.07% | 277 |
|
|
2021
Q1 | $1.2M | Buy |
+3,391
| New | +$1.2M | 0.07% | 276 |
|
|
2020
Q2 | – | Sell |
-2,401
| Closed | -$588K | – | 1007 |
|
|
2020
Q1 | $588K | Sell |
2,401
-34
| -1% | -$8.33K | 0.07% | 308 |
|
|
2019
Q4 | $665K | Buy |
2,435
+53
| +2% | +$14.5K | 0.06% | 369 |
|
|
2019
Q3 | $584K | Sell |
2,382
-5
| -0.2% | -$1.23K | 0.06% | 388 |
|
|
2019
Q2 | $544K | Buy |
2,387
+19
| +0.8% | +$4.33K | 0.05% | 396 |
|
|
2019
Q1 | $499K | Buy |
2,368
+171
| +8% | +$36K | 0.05% | 405 |
|
|
2018
Q4 | $373K | Buy |
2,197
+79
| +4% | +$13.4K | 0.05% | 458 |
|
|
2018
Q3 | $414K | Buy |
2,118
+94
| +5% | +$18.4K | 0.05% | 467 |
|
|
2018
Q2 | $413K | Hold |
2,024
| – | – | 0.05% | 439 |
|
|
2018
Q1 | $387K | Buy |
2,024
+7
| +0.3% | +$1.34K | 0.05% | 440 |
|
|
2017
Q4 | $342K | Hold |
2,017
| – | – | 0.04% | 502 |
|
|
2017
Q3 | $315K | Buy |
2,017
+5
| +0.2% | +$781 | 0.04% | 529 |
|
|
2017
Q2 | $294K | Buy |
2,012
+6
| +0.3% | +$877 | 0.04% | 550 |
|
|
2017
Q1 | $262K | Sell |
2,006
-105
| -5% | -$13.7K | 0.04% | 584 |
|
|
2016
Q4 | $227K | Buy |
+2,111
| New | +$227K | 0.03% | 614 |
|