BIM
Baldwin Investment Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.33M | Buy |
10,102
+253
| +3% | +$133K | 0.64% | 19 |
|
|
2025
Q1 | $5M | Buy |
9,849
+357
| +4% | +$181K | 0.6% | 19 |
|
|
2024
Q4 | $4.73M | Sell |
9,492
-104
| -1% | -$51.8K | 0.62% | 22 |
|
|
2024
Q3 | $4.96M | Buy |
9,596
+31
| +0.3% | +$16K | 0.62% | 20 |
|
|
2024
Q2 | $4.27M | Sell |
9,565
-86
| -0.9% | -$38.4K | 0.58% | 21 |
|
|
2024
Q1 | $4.11M | Buy |
9,651
+882
| +10% | +$375K | 0.56% | 24 |
|
|
2023
Q4 | $3.86M | Buy |
8,769
+160
| +2% | +$70.5K | 0.6% | 23 |
|
|
2023
Q3 | $3.15M | Buy |
8,609
+502
| +6% | +$183K | 0.53% | 26 |
|
|
2023
Q2 | $3.25M | Buy |
8,107
+729
| +10% | +$292K | 0.54% | 31 |
|
|
2023
Q1 | $2.54M | Buy |
7,378
+3,770
| +104% | +$1.3M | 0.45% | 38 |
|
|
2022
Q4 | $1.21M | Buy |
3,608
+270
| +8% | +$90.4K | 0.22% | 75 |
|
|
2022
Q3 | $1.02K | Sell |
3,338
-505
| -13% | -$154 | 0.21% | 79 |
|
|
2022
Q2 | $1.3K | Sell |
3,843
-191
| -5% | -$64 | 0.25% | 71 |
|
|
2022
Q1 | $1.66K | Buy |
4,034
+1,945
| +93% | +$798 | 0.25% | 70 |
|
|
2021
Q4 | $986 | Buy |
2,089
+32
| +2% | +$15 | 0.15% | 107 |
|
|
2021
Q3 | $874K | Sell |
2,057
-68
| -3% | -$28.9K | 0.15% | 108 |
|
|
2021
Q2 | $872K | Sell |
2,125
-50
| -2% | -$20.5K | 0.15% | 112 |
|
|
2021
Q1 | $767K | Buy |
+2,175
| New | +$767K | 0.14% | 120 |
|