Bourgeon 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 | $393K | Sell |
746
-453
| -38% | -$239K | 0.08% | 84 |
|
|
2025
Q1 | $609K | Sell |
1,199
-535
| -31% | -$272K | 0.13% | 72 |
|
|
2024
Q4 | $864K | Buy |
+1,734
| New | +$864K | 0.16% | 66 |
|
|
2022
Q4 | – | Sell |
-10
| Closed | -$3K | – | 459 |
|
|
2022
Q3 | $3K | Buy |
+10
| New | +$3K | ﹤0.01% | 294 |
|
|
2020
Q4 | – | Sell |
-2
| Closed | -$1K | – | 321 |
|
|
2020
Q3 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 292 |
|