Dorsey & Whitney Trust’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 | $1.57M | Buy |
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|
2025
Q2 | $1.69M | Sell |
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|
2025
Q1 | $1.72M | Sell |
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|
2024
Q4 | $1.79M | Buy |
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|
2024
Q3 | $1.64M | Buy |
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|
2024
Q2 | $1.33M | Sell |
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|
2024
Q1 | $1.31M | Buy |
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|
2023
Q4 | $1.34M | Sell |
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|
2023
Q3 | $1.16M | Buy |
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|
2023
Q2 | $1.21M | Buy |
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|
2023
Q1 | $931K | Buy |
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|
2022
Q4 | $793K | Sell |
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|
2022
Q3 | $739K | Buy |
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|
2022
Q2 | $748K | Sell |
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|
2022
Q1 | $929K | Buy |
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|
2021
Q4 | $922K | Buy |
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|
2021
Q3 | $771K | Hold |
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|
2021
Q2 | $744K | Sell |
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|
2021
Q1 | $659K | Buy |
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|
2020
Q4 | $611K | Sell |
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|
2020
Q3 | $695K | Sell |
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|
2020
Q2 | $667K | Sell |
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|
2020
Q1 | $518K | Sell |
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|
2019
Q4 | $587K | Buy |
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|
2019
Q3 | $524K | Buy |
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|
2019
Q2 | $430K | Sell |
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|
2019
Q1 | $408K | Buy |
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|
2018
Q4 | $299K | Sell |
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|
2018
Q3 | $358K | Buy |
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|
2018
Q2 | $356K | Buy |
|
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|
2018
Q1 | $310K | Hold |
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|
2017
Q4 | $275K | Buy |
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|
2017
Q3 | $253K | Buy |
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|
2017
Q2 | $228K | Hold |
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|
2017
Q1 | $204K | Buy |
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