WP
Wedgewood Partners’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.9M | Sell |
33,482
-609
| -2% | -$343K | 3.66% | 14 |
|
|
2025
Q1 | $17.5M | Buy |
34,091
+10,731
| +46% | +$5.49M | 3.52% | 14 |
|
|
2024
Q4 | $11.6M | Sell |
23,360
-1,022
| -4% | -$509K | 2.29% | 15 |
|
|
2024
Q3 | $12.4M | Sell |
24,382
-262
| -1% | -$134K | 2.26% | 17 |
|
|
2024
Q2 | $11.9M | Sell |
24,644
-507
| -2% | -$246K | 2.44% | 15 |
|
|
2024
Q1 | $11M | Sell |
25,151
-454
| -2% | -$198K | 2.19% | 17 |
|
|
2023
Q4 | $10.8M | Sell |
25,605
-642
| -2% | -$271K | 2.28% | 17 |
|
|
2023
Q3 | $9.59M | Sell |
26,247
-10,733
| -29% | -$3.92M | 2.29% | 17 |
|
|
2023
Q2 | $14.8M | Sell |
36,980
-1,734
| -4% | -$695K | 2.39% | 17 |
|
|
2023
Q1 | $13.3M | Sell |
38,714
-320
| -0.8% | -$110K | 2.26% | 17 |
|
|
2022
Q4 | $13.1M | Sell |
39,034
-263
| -0.7% | -$88.1K | 2.4% | 19 |
|
|
2022
Q3 | $12M | Sell |
39,297
-1,042
| -3% | -$318K | 2.26% | 19 |
|
|
2022
Q2 | $13.6M | Sell |
40,339
-452
| -1% | -$152K | 2.35% | 19 |
|
|
2022
Q1 | $16.7M | Buy |
40,791
+10
| +0% | +$4.1K | 2.36% | 18 |
|
|
2021
Q4 | $19.2M | Sell |
40,781
-335
| -0.8% | -$158K | 2.55% | 19 |
|
|
2021
Q3 | $17.5M | Sell |
41,116
-439
| -1% | -$187K | 2.46% | 20 |
|
|
2021
Q2 | $17.1M | Sell |
41,555
-2,243
| -5% | -$921K | 2.47% | 17 |
|
|
2021
Q1 | $15.5M | Sell |
43,798
-3,008
| -6% | -$1.06M | 2.38% | 19 |
|
|
2020
Q4 | $15.4M | Sell |
46,806
-2,679
| -5% | -$881K | 2.29% | 18 |
|
|
2020
Q3 | $17.8M | Sell |
49,485
-2,534
| -5% | -$914K | 2.82% | 16 |
|
|
2020
Q2 | $17.1M | Sell |
52,019
-3,949
| -7% | -$1.3M | 2.9% | 15 |
|
|
2020
Q1 | $13.7M | Sell |
55,968
-30,054
| -35% | -$7.36M | 2.6% | 17 |
|
|
2019
Q4 | $23.5M | Buy |
+86,022
| New | +$23.5M | 2.38% | 18 |
|