World Investment Advisors’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 | $10.5M | Buy |
19,824
+206
| +1% | +$109K | 0.24% | 93 |
|
|
2025
Q1 | $9.97M | Buy |
19,618
+1,049
| +6% | +$533K | 0.26% | 91 |
|
|
2024
Q4 | $9.25M | Buy |
18,569
+1,689
| +10% | +$841K | 0.25% | 88 |
|
|
2024
Q3 | $8.72M | Buy |
16,880
+11,996
| +246% | +$6.2M | 0.27% | 93 |
|
|
2024
Q2 | $2.18M | Buy |
4,884
+2,816
| +136% | +$1.26M | 0.14% | 157 |
|
|
2024
Q1 | $1.05M | Sell |
2,068
-703
| -25% | -$355K | 0.15% | 134 |
|
|
2023
Q4 | $1.22M | Buy |
+2,771
| New | +$1.22M | 0.16% | 124 |
|
|
2019
Q1 | – | Sell |
-1,418
| Closed | -$277K | – | 157 |
|
|
2018
Q4 | $277K | Buy |
+1,418
| New | +$277K | 0.12% | 112 |
|