Bellecapital’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 | $16.5M | Buy |
31,367
+647
| +2% | +$341K | 2.94% | 14 |
|
|
2025
Q1 | $15.6M | Sell |
30,720
-947
| -3% | -$481K | 3.08% | 13 |
|
|
2024
Q4 | $15.8M | Buy |
31,667
+2,764
| +10% | +$1.38M | 2.79% | 13 |
|
|
2024
Q3 | $14.9M | Buy |
28,903
+2,167
| +8% | +$1.12M | 2.96% | 11 |
|
|
2024
Q2 | $11.9M | Sell |
26,736
-381
| -1% | -$170K | 2.53% | 12 |
|
|
2024
Q1 | $11.5M | Sell |
27,117
-522
| -2% | -$222K | 2.54% | 13 |
|
|
2023
Q4 | $12.2M | Buy |
27,639
+565
| +2% | +$249K | 2.76% | 11 |
|
|
2023
Q3 | $9.89M | Buy |
27,074
+21
| +0.1% | +$7.67K | 2.48% | 10 |
|
|
2023
Q2 | $10.8M | Buy |
27,053
+48
| +0.2% | +$19.2K | 2.62% | 7 |
|
|
2023
Q1 | $9.31M | Buy |
27,005
+115
| +0.4% | +$39.6K | 2.32% | 12 |
|
|
2022
Q4 | $9.01M | Sell |
26,890
-193
| -0.7% | -$64.6K | 2.53% | 11 |
|
|
2022
Q3 | $8.27M | Buy |
+27,083
| New | +$8.27M | 2.52% | 10 |
|