Concord Asset Management (Virginia)’s S&P Global SPGI Stock Holding History

Concord Asset Management (Virginia)’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$544K	Buy
2025 Q1	$401K	Buy
2024 Q4	$338K	Buy
2024 Q3	$299K	Buy
2024 Q2	$245K	Sell
2024 Q1	$234K	Buy
2023 Q4	$230K	Sell
2023 Q3	$546K	Buy
2023 Q2	$425K	Buy
2023 Q1	$300K	Buy