West Michigan Advisors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $450K | Sell |
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|
2025
Q2 | $495K | Sell |
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|
2025
Q1 | $479K | Sell |
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|
2024
Q4 | $488K | Buy |
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|
2024
Q3 | $505K | Sell |
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|
2024
Q2 | $451K | Sell |
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|
2024
Q1 | $444K | Sell |
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|
2023
Q4 | $467K | Buy |
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|
2023
Q3 | $372K | Sell |
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|
2023
Q2 | $413K | Sell |
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|
2023
Q1 | $374K | Buy |
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|
2022
Q4 | $351K | Buy |
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|
2022
Q3 | $319K | Sell |
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|
2022
Q2 | $355K | Buy |
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|
2022
Q1 | $395K | Buy |
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|
2021
Q4 | $328K | Buy |
|