Deseret Mutual Benefit Administrators’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 | $240K | Hold |
455
| – | – | 0.11% | 121 |
|
|
2025
Q1 | $231K | Buy |
455
+122
| +37% | +$62K | 0.11% | 116 |
|
|
2024
Q4 | $166K | Sell |
333
-85
| -20% | -$42.3K | 0.08% | 153 |
|
|
2024
Q3 | $216K | Sell |
418
-111
| -21% | -$57.3K | 0.11% | 124 |
|
|
2024
Q2 | $236K | Sell |
529
-60
| -10% | -$26.8K | 0.11% | 110 |
|
|
2024
Q1 | $251K | Buy |
589
+69
| +13% | +$29.4K | 0.13% | 106 |
|
|
2023
Q4 | $229K | Sell |
520
-214
| -29% | -$94.3K | 0.13% | 95 |
|
|
2023
Q3 | $268K | Sell |
734
-71
| -9% | -$25.9K | 0.13% | 94 |
|
|
2023
Q2 | $323K | Sell |
805
-54
| -6% | -$21.6K | 0.13% | 92 |
|
|
2023
Q1 | $296K | Sell |
859
-34
| -4% | -$11.7K | 0.12% | 98 |
|
|
2022
Q4 | $299K | Sell |
893
-643
| -42% | -$215K | 0.12% | 95 |
|
|
2022
Q3 | $469K | Sell |
1,536
-319
| -17% | -$97.4K | 0.13% | 100 |
|
|
2022
Q2 | $625K | Buy |
1,855
+117
| +7% | +$39.4K | 0.14% | 99 |
|
|
2022
Q1 | $713K | Buy |
1,738
+4
| +0.2% | +$1.64K | 0.14% | 98 |
|
|
2021
Q4 | $818K | Buy |
1,734
+48
| +3% | +$22.6K | 0.14% | 104 |
|
|
2021
Q3 | $716K | Buy |
1,686
+1,292
| +328% | +$549K | 0.13% | 105 |
|
|
2021
Q2 | $162K | Buy |
+394
| New | +$162K | 0.04% | 243 |
|