Ashford Capital Management’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
Q2
$2.31M Buy
2025
Q1
$2.06M Sell
2024
Q4
$2.17M Hold
2024
Q3
$2.25M Sell
2024
Q2
$2.07M Hold
2024
Q1
$1.98M Sell
2023
Q4
$2.08M Buy
2023
Q3
$1.38M Sell
2023
Q2
$1.68M Sell
2023
Q1
$1.48M Buy
2022
Q4
$1.42M Sell
2022
Q3
$1.34M Buy
2022
Q2
$1.48M Sell
2022
Q1
$1.8M Buy