WestEnd Advisors’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 | $3.69K | Sell |
7
-2
| -22% | -$1.06K | ﹤0.01% | 117 |
|
|
2025
Q1 | $4.57K | Buy |
9
+3
| +50% | +$1.52K | ﹤0.01% | 104 |
|
|
2024
Q4 | $2.99K | Hold |
6
| – | – | ﹤0.01% | 88 |
|
|
2024
Q3 | $3.1K | Buy |
6
+1
| +20% | +$517 | ﹤0.01% | 80 |
|
|
2024
Q2 | $2.23K | Buy |
5
+4
| +400% | +$1.78K | ﹤0.01% | 84 |
|
|
2024
Q1 | $425 | Buy |
+1
| New | +$425 | ﹤0.01% | 163 |
|
|
2022
Q2 | – | Hold |
0
| – | -$1.64M | – | 361 |
|
|
2022
Q1 | – | Sell |
-3
| Closed | -$1.42K | – | 88 |
|
|
2021
Q4 | $1.42K | Buy |
+3
| New | +$1.42K | ﹤0.01% | 98 |
|
|
2021
Q3 | – | Hold |
0
| – | -$1.23M | – | 91 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 89 |
|