Abbrea Capital’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
2024
Q2
Sell
2024
Q1
$437K Hold
2023
Q4
$452K Buy
2023
Q3
$328K Buy
2023
Q2
$347K Buy
2023
Q1
$283K Buy
2022
Q4
$265K Hold
2022
Q3
$241K Hold
2022
Q2
$266K Sell
2022
Q1
$347K Hold
2021
Q4
$399K Hold
2021
Q3
$359K Buy
2021
Q2
$324K Buy
2021
Q1
$268K Buy
2020
Q4
$235K Buy
2020
Q3
Sell
2020
Q2
$231K Buy