Wolff Wiese Magana’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 | $484K | Buy |
918
+97
| +12% | +$51.1K | 0.3% | 75 |
|
|
2025
Q1 | $417K | Buy |
821
+336
| +69% | +$171K | 0.28% | 69 |
|
|
2024
Q4 | $242K | Buy |
485
+37
| +8% | +$18.4K | 0.16% | 95 |
|
|
2024
Q3 | $231K | Buy |
448
+440
| +5,500% | +$227K | 0.16% | 92 |
|
|
2024
Q2 | $3.57K | Hold |
8
| – | – | ﹤0.01% | 471 |
|
|
2024
Q1 | $3.4K | Hold |
8
| – | – | ﹤0.01% | 449 |
|
|
2023
Q4 | $3.53K | Hold |
8
| – | – | ﹤0.01% | 417 |
|
|
2023
Q3 | $2.92K | Hold |
8
| – | – | ﹤0.01% | 499 |
|
|
2023
Q2 | $3.21K | Hold |
8
| – | – | ﹤0.01% | 497 |
|
|
2023
Q1 | $2.76K | Buy |
8
+1
| +14% | +$345 | ﹤0.01% | 493 |
|
|
2022
Q4 | $2.35K | Sell |
7
-55
| -89% | -$18.4K | ﹤0.01% | 484 |
|
|
2022
Q3 | $19K | Sell |
62
-18
| -23% | -$5.52K | 0.02% | 381 |
|
|
2022
Q2 | $27K | Buy |
80
+18
| +29% | +$6.08K | 0.02% | 349 |
|
|
2022
Q1 | $25K | Buy |
+62
| New | +$25K | 0.02% | 384 |
|
|
2021
Q3 | – | Sell |
-5
| Closed | -$2K | – | 888 |
|
|
2021
Q2 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 746 |
|