Wedmont Private Capital’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 | $2.64M | Buy |
5,002
+244
| +5% | +$129K | 0.11% | 109 |
|
|
2025
Q1 | $2.21M | Buy |
4,758
+239
| +5% | +$111K | 0.11% | 104 |
|
|
2024
Q4 | $2.18M | Buy |
4,519
+332
| +8% | +$160K | 0.12% | 103 |
|
|
2024
Q3 | $2.12M | Buy |
4,187
+565
| +16% | +$286K | 0.12% | 98 |
|
|
2024
Q2 | $1.73M | Buy |
3,622
+470
| +15% | +$225K | 0.11% | 110 |
|
|
2024
Q1 | $1.37M | Buy |
3,152
+83
| +3% | +$36.1K | 0.1% | 133 |
|
|
2023
Q4 | $1.33M | Buy |
3,069
+168
| +6% | +$72.6K | 0.11% | 122 |
|
|
2023
Q3 | $1.06M | Buy |
2,901
+496
| +21% | +$182K | 0.11% | 117 |
|
|
2023
Q2 | $1M | Buy |
2,405
+354
| +17% | +$147K | 0.11% | 125 |
|
|
2023
Q1 | $695K | Sell |
2,051
-2
| -0.1% | -$678 | 0.09% | 162 |
|
|
2022
Q4 | $714K | Buy |
2,053
+620
| +43% | +$216K | 0.11% | 146 |
|
|
2022
Q3 | $438K | Buy |
1,433
+269
| +23% | +$82.2K | 0.09% | 178 |
|
|
2022
Q2 | $392K | Buy |
1,164
+318
| +38% | +$107K | 0.08% | 173 |
|
|
2022
Q1 | $350K | Buy |
846
+294
| +53% | +$122K | 0.08% | 204 |
|
|
2021
Q4 | $241K | Buy |
+552
| New | +$241K | 0.07% | 206 |
|