D.B. Root & Company’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 | $416K | Sell |
|
|||||
|
2025
Q2 | $556K | Buy |
|
|||||
|
2025
Q1 | $234K | Sell |
|
|||||
|
2024
Q4 | $257K | Sell |
|
|||||
|
2024
Q3 | $281K | Sell |
|
|||||
|
2024
Q2 | $426K | Buy |
|
|||||
|
2024
Q1 | $397K | Buy |
|
|||||
|
2023
Q4 | $292K | Buy |
|
|||||
|
2023
Q3 | $233K | Sell |
|
|||||
|
2023
Q2 | $263K | Buy |
|
|||||
|
2023
Q1 | $213K | Sell |
|
|||||
|
2022
Q4 | $208K | Sell |
|
|||||
|
2022
Q3 | $201K | Sell |
|
|||||
|
2022
Q2 | $223K | Sell |
|
|||||
|
2022
Q1 | $278K | Buy |
|
|||||
|
2021
Q4 | $315K | Sell |
|
|||||
|
2021
Q3 | $291K | Sell |
|
|||||
|
2021
Q2 | $354K | Sell |
|
|||||
|
2021
Q1 | $319K | Buy |
|
|||||
|
2020
Q4 | $296K | Sell |
|
|||||
|
2020
Q3 | $358K | Sell |
|
|||||
|
2020
Q2 | $332K | Sell |
|
|||||
|
2020
Q1 | $252K | Sell |
|
|||||
|
2019
Q4 | $453K | Buy |
|
|||||
|
2019
Q3 | $406K | Sell |
|
|||||
|
2019
Q2 | $410K | Sell |
|
|||||
|
2019
Q1 | $522K | Buy |
|