Birch Capital 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 | $7.64M | Sell |
14,492
-32
| -0.2% | -$16.9K | 3.91% | 6 |
|
|
2025
Q1 | $7.38M | Sell |
14,524
-186
| -1% | -$94.5K | 3.84% | 7 |
|
|
2024
Q4 | $7.33M | Sell |
14,710
-1
| -0% | -$498 | 3.69% | 6 |
|
|
2024
Q3 | $7.6M | Sell |
14,711
-28
| -0.2% | -$14.5K | 3.71% | 5 |
|
|
2024
Q2 | $6.57M | Sell |
14,739
-1,274
| -8% | -$568K | 3.42% | 6 |
|
|
2024
Q1 | $6.81M | Sell |
16,013
-234
| -1% | -$99.6K | 3.54% | 5 |
|
|
2023
Q4 | $7.16M | Sell |
16,247
-13
| -0.1% | -$5.73K | 4.11% | 5 |
|
|
2023
Q3 | $5.94M | Hold |
16,260
| – | – | 3.76% | 6 |
|
|
2023
Q2 | $6.52M | Hold |
16,260
| – | – | 3.96% | 5 |
|
|
2023
Q1 | $5.61M | Sell |
16,260
-589
| -3% | -$203K | 3.61% | 9 |
|
|
2022
Q4 | $5.64M | Hold |
16,849
| – | – | 3.88% | 8 |
|
|
2022
Q3 | $5.14M | Hold |
16,849
| – | – | 3.88% | 9 |
|
|
2022
Q2 | $5.68M | Hold |
16,849
| – | – | 4.05% | 7 |
|
|
2022
Q1 | $6.91M | Sell |
16,849
-18
| -0.1% | -$7.38K | 4.25% | 7 |
|
|
2021
Q4 | $7.96M | Sell |
16,867
-62
| -0.4% | -$29.3K | 4.77% | 5 |
|
|
2021
Q3 | $7.19M | Hold |
16,929
| – | – | 4.88% | 4 |
|
|
2021
Q2 | $6.95M | Hold |
16,929
| – | – | 4.72% | 4 |
|
|
2021
Q1 | $5.97M | Sell |
16,929
-298
| -2% | -$105K | 4.4% | 4 |
|
|
2020
Q4 | $5.66M | Hold |
17,227
| – | – | 4.32% | 5 |
|
|
2020
Q3 | $6.21M | Sell |
17,227
-44
| -0.3% | -$15.9K | 5.4% | 4 |
|
|
2020
Q2 | $5.69M | Hold |
17,271
| – | – | 5.33% | 4 |
|
|
2020
Q1 | $4.23M | Sell |
17,271
-277
| -2% | -$67.9K | 4.87% | 5 |
|
|
2019
Q4 | $4.79M | Buy |
+17,548
| New | +$4.79M | 4.69% | 3 |
|