Blue Chip Partners’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 | – | Sell |
|
|||||
|
2025
Q2 | $220K | Buy |
|
|||||
|
2025
Q1 | $208K | Hold |
|
|||||
|
2024
Q4 | $204K | Hold |
|
|||||
|
2024
Q3 | $211K | Sell |
|
|||||
|
2024
Q2 | $186K | Sell |
|
|||||
|
2024
Q1 | $185K | Buy |
|
|||||
|
2023
Q4 | $161K | Hold |
|
|||||
|
2023
Q3 | $134K | Sell |
|
|||||
|
2023
Q2 | $163K | Buy |
|
|||||
|
2023
Q1 | $118K | Sell |
|
|||||
|
2022
Q4 | $132K | Sell |
|
|||||
|
2022
Q3 | $127K | Buy |
|
|||||
|
2022
Q2 | $138K | Sell |
|
|||||
|
2022
Q1 | $178K | Hold |
|
|||||
|
2021
Q4 | $205K | Sell |
|
|||||
|
2021
Q3 | $193K | Hold |
|
|||||
|
2021
Q2 | $186K | Sell |
|
|||||
|
2021
Q1 | $166K | Sell |
|
|||||
|
2020
Q4 | $217K | Buy |
|
|||||
|
2020
Q3 | $216K | Buy |
|
|||||
|
2020
Q2 | $131K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $163K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $102K | Buy |
|
|||||
|
2018
Q3 | $117K | Hold |
|
|||||
|
2018
Q2 | $122K | Hold |
|
|||||
|
2018
Q1 | $115K | Buy |
|