West Coast Financial’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 | – | Sell |
-16,860
| Closed | -$8.57M | – | 131 |
|
|
2025
Q1 | $8.57M | Sell |
16,860
-592
| -3% | -$301K | 0.98% | 28 |
|
|
2024
Q4 | $8.69M | Buy |
17,452
+90
| +0.5% | +$44.8K | 0.96% | 36 |
|
|
2024
Q3 | $8.97M | Buy |
17,362
+16
| +0.1% | +$8.27K | 0.99% | 32 |
|
|
2024
Q2 | $7.74M | Sell |
17,346
-81
| -0.5% | -$36.1K | 0.92% | 35 |
|
|
2024
Q1 | $7.41M | Sell |
17,427
-320
| -2% | -$136K | 0.9% | 39 |
|
|
2023
Q4 | $7.82M | Buy |
17,747
+1,423
| +9% | +$627K | 1.03% | 34 |
|
|
2023
Q3 | $5.96M | Buy |
16,324
+276
| +2% | +$101K | 0.89% | 43 |
|
|
2023
Q2 | $6.43M | Sell |
16,048
-319
| -2% | -$128K | 0.91% | 41 |
|
|
2023
Q1 | $5.64M | Buy |
16,367
+191
| +1% | +$65.9K | 0.86% | 46 |
|
|
2022
Q4 | $5.42M | Buy |
16,176
+577
| +4% | +$193K | 0.92% | 36 |
|
|
2022
Q3 | $4.76M | Buy |
15,599
+606
| +4% | +$185K | 0.88% | 39 |
|
|
2022
Q2 | $5.05M | Buy |
+14,993
| New | +$5.05M | 0.9% | 41 |
|