Applied Capital LLC’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 | $495K | Hold |
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|
2025
Q2 | $536K | Hold |
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|
2025
Q1 | $517K | Sell |
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|
2024
Q4 | $514K | Hold |
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|
2024
Q3 | $533K | Sell |
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|
2024
Q2 | $469K | Hold |
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|
2024
Q1 | $448K | Sell |
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|
2023
Q4 | $494K | Sell |
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|
2023
Q3 | $464K | Hold |
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|
2023
Q2 | $510K | Sell |
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|
2023
Q1 | $455K | Sell |
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|
2022
Q4 | $454K | Buy |
|