Coalescence Partners Investment 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
$25.1M Buy
47,579
+17,490
+58% +$9.22M 6.48% 6
2025
Q1
$15.3M Hold
30,089
5.05% 12
2024
Q4
$15M Buy
30,089
+11,599
+63% +$5.78M 5.67% 9
2024
Q3
$9.55M Hold
18,490
4.28% 13
2024
Q2
$8.25M Buy
+18,490
New +$8.25M 6.77% 9