Cohen Klingenstein’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$211K Hold
2025
Q1
$203K Buy
2024
Q4
Sell
2024
Q3
$2.79M Hold
2024
Q2
$2.41M Hold
2024
Q1
$2.3M Hold
2023
Q4
$2.38M Hold
2023
Q3
$1.97M Hold
2023
Q2
$2.16M Hold
2023
Q1
$1.86M Hold
2022
Q4
$1.81M Hold
2022
Q3
$1.65M Hold
2022
Q2
$1.82M Hold
2022
Q1
$2.21M Hold
2021
Q4
$2.55M Hold
2021
Q3
$2.29M Hold
2021
Q2
$2.22M Hold
2021
Q1
$1.91M Hold
2020
Q4
$1.77M Hold
2020
Q3
$1.95M Hold
2020
Q2
$1.78M Hold
2020
Q1
$1.32M Hold
2019
Q4
$1.47M Hold
2019
Q3
$1.32M Hold
2019
Q2
$1.23M Buy