American Trust’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 | $1.97M | Buy |
3,740
+727
| +24% | +$383K | 0.19% | 80 |
|
|
2025
Q1 | $1.53M | Buy |
3,013
+401
| +15% | +$204K | 0.38% | 62 |
|
|
2024
Q4 | $1.3M | Buy |
2,612
+94
| +4% | +$46.8K | 0.1% | 107 |
|
|
2024
Q3 | $1.3M | Buy |
2,518
+1,089
| +76% | +$563K | 0.11% | 87 |
|
|
2024
Q2 | $637K | Buy |
+1,429
| New | +$637K | 0.05% | 111 |
|
|
2022
Q3 | – | Sell |
-1,394
| Closed | -$470K | – | 470 |
|
|
2022
Q2 | $470K | Buy |
+1,394
| New | +$470K | 0.04% | 222 |
|