Baker Avenue Asset 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
Q3 | $1.08M | Sell |
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|
2025
Q2 | $1.23M | Sell |
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|
2025
Q1 | $1.3M | Buy |
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|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $1.2M | Sell |
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|
2024
Q2 | $1.13M | Buy |
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|
2024
Q1 | $386K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $83.7K | Buy |
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|
2023
Q2 | $91.4K | Sell |
|
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|
2023
Q1 | $79.6K | Buy |
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|
2022
Q4 | $77K | Sell |
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|
2022
Q3 | $323K | Sell |
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|
2022
Q2 | $399K | Sell |
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|
2022
Q1 | $611K | Sell |
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|
2021
Q4 | $1.06M | Buy |
|