Western Wealth Management’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 | $2.59M | Buy |
4,914
+373
| +8% | +$197K | 0.15% | 134 |
|
|
2025
Q1 | $2.31M | Buy |
4,541
+463
| +11% | +$235K | 0.15% | 131 |
|
|
2024
Q4 | $2.03M | Buy |
4,078
+220
| +6% | +$110K | 0.13% | 150 |
|
|
2024
Q3 | $1.99M | Buy |
3,858
+133
| +4% | +$68.7K | 0.11% | 185 |
|
|
2024
Q2 | $1.66M | Buy |
3,725
+647
| +21% | +$289K | 0.12% | 149 |
|
|
2024
Q1 | $1.31M | Buy |
3,078
+213
| +7% | +$90.6K | 0.1% | 184 |
|
|
2023
Q4 | $1.26M | Buy |
2,865
+590
| +26% | +$260K | 0.09% | 232 |
|
|
2023
Q3 | $831K | Buy |
2,275
+1,586
| +230% | +$579K | 0.07% | 286 |
|
|
2023
Q2 | $276K | Sell |
689
-34
| -5% | -$13.6K | 0.02% | 522 |
|
|
2023
Q1 | $249K | Buy |
723
+52
| +8% | +$17.9K | 0.02% | 545 |
|
|
2022
Q4 | $225K | Sell |
671
-1,308
| -66% | -$439K | 0.02% | 544 |
|
|
2022
Q3 | $606K | Buy |
1,979
+219
| +12% | +$67.1K | 0.03% | 425 |
|
|
2022
Q2 | $596K | Sell |
1,760
-82
| -4% | -$27.8K | 0.03% | 426 |
|
|
2022
Q1 | $756K | Buy |
1,842
+1,208
| +191% | +$496K | 0.04% | 406 |
|
|
2021
Q4 | $301K | Buy |
+634
| New | +$301K | 0.03% | 473 |
|