WP
Westmount Partners’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
2,467
+5
| +0.2% | +$2.64K | 0.36% | 61 |
|
|
2025
Q1 | $1.25M | Buy |
2,462
+60
| +2% | +$30.5K | 0.38% | 55 |
|
|
2024
Q4 | $1.2M | Buy |
2,402
+25
| +1% | +$12.5K | 0.36% | 53 |
|
|
2024
Q3 | $1.23M | Buy |
2,377
+15
| +0.6% | +$7.75K | 0.37% | 56 |
|
|
2024
Q2 | $1.05M | Hold |
2,362
| – | – | 0.35% | 59 |
|
|
2024
Q1 | $1M | Hold |
2,362
| – | – | 0.36% | 60 |
|
|
2023
Q4 | $1.04M | Hold |
2,362
| – | – | 0.42% | 54 |
|
|
2023
Q3 | $863K | Hold |
2,362
| – | – | 0.38% | 61 |
|
|
2023
Q2 | $947K | Hold |
2,362
| – | – | 0.41% | 50 |
|
|
2023
Q1 | $814K | Buy |
2,362
+4
| +0.2% | +$1.38K | 0.38% | 56 |
|
|
2022
Q4 | $790K | Buy |
+2,358
| New | +$790K | 0.41% | 53 |
|