BCM
BluePath Capital Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Sell |
395
-11
| -3% | -$5.8K | 0.1% | 93 |
|
|
2025
Q1 | $206K | Sell |
406
-400
| -50% | -$203K | 0.12% | 91 |
|
|
2024
Q4 | $389K | Sell |
806
-40
| -5% | -$19.3K | 0.21% | 81 |
|
|
2024
Q3 | $437K | Sell |
846
-1,320
| -61% | -$682K | 0.27% | 80 |
|
|
2024
Q2 | $966K | Sell |
2,166
-340
| -14% | -$152K | 0.68% | 24 |
|
|
2024
Q1 | $1.07M | Buy |
2,506
+19
| +0.8% | +$8.08K | 0.8% | 21 |
|
|
2023
Q4 | $1.08M | Buy |
2,487
+59
| +2% | +$25.6K | 0.92% | 19 |
|
|
2023
Q3 | $887K | Buy |
+2,428
| New | +$887K | 0.82% | 20 |
|