WBC
West Branch Capital’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.1K | Hold |
95
| – | – | 0.01% | 145 |
|
|
2025
Q1 | $48.3K | Sell |
95
-5
| -5% | -$2.54K | 0.02% | 154 |
|
|
2024
Q4 | $49.8K | Buy |
100
+5
| +5% | +$2.49K | 0.02% | 153 |
|
|
2024
Q3 | $49.1K | Buy |
95
+1
| +1% | +$517 | 0.02% | 158 |
|
|
2024
Q2 | $41.9K | Hold |
94
| – | – | 0.02% | 168 |
|
|
2024
Q1 | $40K | Sell |
94
-9
| -9% | -$3.83K | 0.02% | 176 |
|
|
2023
Q4 | $45.4K | Buy |
103
+9
| +10% | +$3.97K | 0.02% | 162 |
|
|
2023
Q3 | $34.3K | Hold |
94
| – | – | 0.02% | 188 |
|
|
2023
Q2 | $37.7K | Hold |
94
| – | – | 0.02% | 188 |
|
|
2023
Q1 | $32.4K | Hold |
94
| – | – | 0.02% | 196 |
|
|
2022
Q4 | $31.5K | Hold |
94
| – | – | 0.02% | 193 |
|
|
2022
Q3 | $29K | Hold |
94
| – | – | 0.02% | 202 |
|
|
2022
Q2 | $32K | Hold |
94
| – | – | 0.02% | 199 |
|
|
2022
Q1 | $39K | Buy |
94
+14
| +18% | +$5.81K | 0.02% | 200 |
|
|
2021
Q4 | $38K | Hold |
80
| – | – | 0.02% | 217 |
|
|
2021
Q3 | $34K | Hold |
80
| – | – | 0.02% | 214 |
|
|
2021
Q2 | $33K | Buy |
+80
| New | +$33K | 0.02% | 227 |
|