Biltmore Family Office’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 | $402K | Buy |
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|
2025
Q2 | $405K | Buy |
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|
2025
Q1 | $390K | Sell |
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|
2024
Q4 | $400K | Buy |
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|
2024
Q3 | $381K | Buy |
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|
2024
Q2 | $309K | Hold |
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|
2024
Q1 | $294K | Hold |
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|
2023
Q4 | $305K | Hold |
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|
2023
Q3 | $253K | Buy |
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|
2023
Q2 | $216K | Sell |
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|
2023
Q1 | $233K | Buy |
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|
2022
Q4 | $224K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $231K | Buy |
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