Wills Financial Group’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 | $4.54M | Sell |
8,604
-498
| -5% | -$263K | 1.97% | 20 |
|
|
2025
Q1 | $4.62M | Sell |
9,102
-10
| -0.1% | -$5.08K | 2.05% | 18 |
|
|
2024
Q4 | $4.54M | Buy |
9,112
+128
| +1% | +$63.7K | 1.96% | 18 |
|
|
2024
Q3 | $4.64M | Buy |
8,984
+187
| +2% | +$96.6K | 1.95% | 19 |
|
|
2024
Q2 | $3.92M | Buy |
8,797
+531
| +6% | +$237K | 1.81% | 20 |
|
|
2024
Q1 | $3.52M | Buy |
8,266
+330
| +4% | +$140K | 1.66% | 22 |
|
|
2023
Q4 | $3.5M | Buy |
7,936
+355
| +5% | +$156K | 1.77% | 23 |
|
|
2023
Q3 | $2.77M | Buy |
7,581
+794
| +12% | +$290K | 1.5% | 21 |
|
|
2023
Q2 | $2.72M | Buy |
6,787
+967
| +17% | +$388K | 1.38% | 23 |
|
|
2023
Q1 | $2.01M | Buy |
5,820
+1,489
| +34% | +$513K | 1.08% | 28 |
|
|
2022
Q4 | $1.45M | Buy |
+4,331
| New | +$1.45M | 0.81% | 31 |
|