Beese Fulmer Investment Management’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 | $231K | Sell |
438
-1
| -0.2% | -$528 | 0.02% | 266 |
|
|
2025
Q1 | $223K | Buy |
439
+21
| +5% | +$10.7K | 0.02% | 227 |
|
|
2024
Q4 | $208K | Sell |
418
-4
| -0.9% | -$1.99K | 0.02% | 218 |
|
|
2024
Q3 | $218K | Buy |
+422
| New | +$218K | 0.02% | 216 |
|
|
2020
Q3 | – | Sell |
-130
| Closed | -$43K | – | 494 |
|
|
2020
Q2 | $43K | Buy |
+130
| New | +$43K | 0.01% | 334 |
|