BMM
Buffington Mohr McNeal’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $6.24M | Sell |
12,275
-869
| -7% | -$442K | 1.23% | 28 |
|
|
2024
Q4 | $6.55M | Sell |
13,144
-162
| -1% | -$80.7K | 1.09% | 31 |
|
|
2024
Q3 | $6.87M | Sell |
13,306
-1,088
| -8% | -$562K | 1.13% | 31 |
|
|
2024
Q2 | $6.42M | Sell |
14,394
-1,623
| -10% | -$724K | 1.13% | 31 |
|
|
2024
Q1 | $6.81M | Sell |
16,017
-2,354
| -13% | -$1M | 1.23% | 28 |
|
|
2023
Q4 | $8.09M | Sell |
18,371
-384
| -2% | -$169K | 1.63% | 27 |
|
|
2023
Q3 | $6.85M | Sell |
18,755
-306
| -2% | -$112K | 1.56% | 24 |
|
|
2023
Q2 | $7.64M | Sell |
19,061
-788
| -4% | -$316K | 1.65% | 23 |
|
|
2023
Q1 | $6.84M | Buy |
19,849
+405
| +2% | +$140K | 1.57% | 25 |
|
|
2022
Q4 | $6.51M | Sell |
19,444
-276
| -1% | -$92.4K | 1.52% | 24 |
|
|
2022
Q3 | $6.02M | Sell |
19,720
-137
| -0.7% | -$41.8K | 1.45% | 24 |
|
|
2022
Q2 | $6.69M | Sell |
19,857
-4,410
| -18% | -$1.49M | 1.47% | 22 |
|
|
2022
Q1 | $9.95M | Buy |
+24,267
| New | +$9.95M | 1.88% | 16 |
|