Alta Advisers’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
Q3
$797K Hold
2025
Q2
$863K Hold
2025
Q1
$832K Buy
2024
Q4
$516K Buy
2024
Q3
$465K Hold
2024
Q2
$401K Hold
2024
Q1
$383K Hold
2023
Q4
$396K Hold
2023
Q3
$329K Hold
2023
Q2
$361K Hold
2023
Q1
$310K Hold
2022
Q4
$301K Hold
2022
Q3
$275K Buy