Aspiriant LLC’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 | $223K | Sell |
422
-65
| -13% | -$34.3K | 0.01% | 291 |
|
|
2025
Q1 | $247K | Sell |
487
-3
| -0.6% | -$1.52K | 0.01% | 262 |
|
|
2024
Q4 | $244K | Buy |
490
+96
| +24% | +$47.8K | 0.01% | 258 |
|
|
2024
Q3 | $204K | Buy |
+394
| New | +$204K | 0.01% | 283 |
|
|
2024
Q2 | – | Sell |
-934
| Closed | -$397K | – | 322 |
|
|
2024
Q1 | $397K | Buy |
934
+30
| +3% | +$12.8K | 0.02% | 218 |
|
|
2023
Q4 | $398K | Buy |
+904
| New | +$398K | 0.02% | 212 |
|
|
2020
Q2 | – | Sell |
-1,199
| Closed | -$295K | – | 195 |
|
|
2020
Q1 | $295K | Buy |
+1,199
| New | +$295K | 0.03% | 159 |
|