WMS Partners’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
Q1 | – | Sell |
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|
2024
Q4 | $506K | Buy |
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|
2024
Q3 | $405K | Sell |
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|
2024
Q2 | $448K | Sell |
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|
2024
Q1 | $462K | Sell |
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|
2023
Q4 | $597K | Buy |
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|
2023
Q3 | $361K | Sell |
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|
2023
Q2 | $532K | Buy |
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|
2023
Q1 | $457K | Sell |
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|
2022
Q4 | $467K | Buy |
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|
2022
Q3 | $424K | Buy |
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|
2022
Q2 | $462K | Sell |
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|
2022
Q1 | $618K | Sell |
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|
2021
Q4 | $1.97M | Buy |
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|
2021
Q3 | $1.63M | Buy |
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|
2021
Q2 | $1.25M | Hold |
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|
2021
Q1 | $1.07M | Sell |
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|
2020
Q4 | $1.03M | Buy |
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|
2020
Q3 | $1.1M | Buy |
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|
2020
Q2 | $1M | Sell |
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|
2020
Q1 | $817K | Sell |
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|
2019
Q4 | $931K | Hold |
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|
2019
Q3 | $836K | Buy |
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|
2019
Q2 | $681K | Buy |
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|
2019
Q1 | $584K | Hold |
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|
2018
Q4 | $471K | Sell |
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|
2018
Q3 | $547K | Sell |
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|
2018
Q2 | $605K | Buy |
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|
2018
Q1 | $312K | Hold |
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|
2017
Q4 | $276K | Buy |
|