CVA Family Office’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
$389K Sell
2025
Q2
$422K Sell
2025
Q1
$410K Buy
2024
Q4
$372K Buy
2024
Q3
$371K Buy
2024
Q2
$312K Buy
2024
Q1
$296K Buy
2023
Q4
$306K Buy
2023
Q3
$232K Sell
2023
Q2
$284K Buy
2023
Q1
$213K Buy
2022
Q4
$190K Buy
2022
Q3
$96K Sell
2022
Q2
$110K Sell
2022
Q1
$230K Buy
2021
Q4
$147K Buy
2021
Q3
Sell
2021
Q2
$126K Buy
2021
Q1
$76K Buy