Birch Capital 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 | $7.03M | Sell |
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|
2025
Q2 | $7.64M | Sell |
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|
2025
Q1 | $7.38M | Sell |
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|
2024
Q4 | $7.33M | Sell |
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|
2024
Q3 | $7.6M | Sell |
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|
2024
Q2 | $6.57M | Sell |
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|
2024
Q1 | $6.81M | Sell |
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|
2023
Q4 | $7.16M | Sell |
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|
2023
Q3 | $5.94M | Hold |
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|
2023
Q2 | $6.52M | Hold |
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|
2023
Q1 | $5.61M | Sell |
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|
2022
Q4 | $5.64M | Hold |
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|
2022
Q3 | $5.14M | Hold |
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|
2022
Q2 | $5.68M | Hold |
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|
2022
Q1 | $6.91M | Sell |
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|
2021
Q4 | $7.96M | Sell |
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|
2021
Q3 | $7.19M | Hold |
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|
2021
Q2 | $6.95M | Hold |
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|
2021
Q1 | $5.97M | Sell |
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|
2020
Q4 | $5.66M | Hold |
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|
2020
Q3 | $6.21M | Sell |
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|
2020
Q2 | $5.69M | Hold |
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|
2020
Q1 | $4.23M | Sell |
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|
2019
Q4 | $4.79M | Buy |
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