WF
WoodTrust Financial’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Hold |
3,024
| – | – | 0.2% | 69 |
|
|
2025
Q1 | $1.54M | Sell |
3,024
-10
| -0.3% | -$5.08K | 0.22% | 68 |
|
|
2024
Q4 | $1.51M | Buy |
3,034
+6
| +0.2% | +$2.99K | 0.21% | 68 |
|
|
2024
Q3 | $1.56M | Hold |
3,028
| – | – | 0.22% | 69 |
|
|
2024
Q2 | $1.35M | Buy |
3,028
+116
| +4% | +$51.7K | 0.21% | 75 |
|
|
2024
Q1 | $1.24K | Buy |
2,912
+4
| +0.1% | +$2 | 0.2% | 78 |
|
|
2023
Q4 | $1.28M | Sell |
2,908
-95
| -3% | -$41.8K | 0.22% | 72 |
|
|
2023
Q3 | $1.1M | Buy |
3,003
+95
| +3% | +$34.7K | 0.21% | 71 |
|
|
2023
Q2 | $1.17M | Buy |
2,908
+600
| +26% | +$241K | 0.22% | 71 |
|
|
2023
Q1 | $796K | Hold |
2,308
| – | – | 0.15% | 85 |
|
|
2022
Q4 | $773K | Sell |
2,308
-181
| -7% | -$60.6K | 0.16% | 82 |
|
|
2022
Q3 | $760K | Sell |
2,489
-227
| -8% | -$69.3K | 0.17% | 85 |
|
|
2022
Q2 | $915K | Buy |
2,716
+25
| +0.9% | +$8.42K | 0.21% | 72 |
|
|
2022
Q1 | $1.1M | Buy |
+2,691
| New | +$1.1M | 0.22% | 68 |
|