CIM
Chapman Investment Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.59M | Buy |
6,813
+126
| +2% | +$66.4K | 2.51% | 14 |
|
|
2025
Q1 | $3.4M | Buy |
+6,687
| New | +$3.4M | 2.54% | 15 |
|
|
2023
Q3 | – | Sell |
-614
| Closed | -$246K | – | 38 |
|
|
2023
Q2 | $246K | Hold |
614
| – | – | 0.2% | 33 |
|
|
2023
Q1 | $212K | Hold |
614
| – | – | 0.17% | 34 |
|
|
2022
Q4 | $206K | Buy |
+614
| New | +$206K | 0.19% | 37 |
|
|
2022
Q3 | – | Sell |
-614
| Closed | -$207K | – | 44 |
|
|
2022
Q2 | $207K | Sell |
614
-200
| -25% | -$67.4K | 0.14% | 43 |
|
|
2022
Q1 | $334K | Buy |
814
+14
| +2% | +$5.74K | 0.18% | 39 |
|
|
2021
Q4 | $378K | Buy |
+800
| New | +$378K | 0.17% | 45 |
|
|
2021
Q1 | – | Sell |
-14,339
| Closed | -$4.71M | – | 41 |
|
|
2020
Q4 | $4.71M | Buy |
14,339
+103
| +0.7% | +$33.9K | 3.07% | 15 |
|
|
2020
Q3 | $5.13M | Buy |
14,236
+2
| +0% | +$721 | 3.79% | 12 |
|
|
2020
Q2 | $4.69M | Buy |
14,234
+1,262
| +10% | +$416K | 3.84% | 11 |
|
|
2020
Q1 | $3.18M | Sell |
12,972
-111
| -0.8% | -$27.2K | 3.4% | 11 |
|
|
2019
Q4 | $3.57M | Buy |
+13,083
| New | +$3.57M | 3.26% | 13 |
|