Diversified Portfolios Inc’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
Q1
Sell
2024
Q4
$225K Hold
2024
Q3
$233K Buy
2024
Q2
$200K Buy
2024
Q1
Sell
2023
Q4
$249K Sell
2023
Q3
$207K Buy
2023
Q2
$227K Buy
2022
Q2
Sell
2022
Q1
$1.26M Buy