Bartlett & Co Wealth 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 | $57.4M | Sell |
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|
2025
Q2 | $62.7M | Buy |
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|
2025
Q1 | $60.4M | Buy |
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|
2024
Q4 | $59.1M | Sell |
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|
2024
Q3 | $61.4M | Sell |
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|
2024
Q2 | $53.9M | Sell |
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|
2024
Q1 | $52M | Sell |
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|
2023
Q4 | $55.5M | Buy |
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|
2023
Q3 | $45.1M | Buy |
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|
2023
Q2 | $49.3M | Buy |
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|
2023
Q1 | $41.4M | Buy |
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|
2022
Q4 | $39.6M | Sell |
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|
2022
Q3 | $41M | Buy |
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|
2022
Q2 | $44M | Buy |
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|
2022
Q1 | $50.2M | Buy |
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|
2021
Q4 | $32M | Buy |
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|
2021
Q3 | $26.1M | Buy |
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|
2021
Q2 | $14.5M | Buy |
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|
2021
Q1 | $2.82K | Hold |
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|
2020
Q4 | $2.63K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.47K | Buy |
|