Elgethun Capital Management’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 | $479K | Hold |
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|
2025
Q2 | $518K | Sell |
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|
2025
Q1 | $550K | Hold |
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|
2024
Q4 | $540K | Hold |
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|
2024
Q3 | $560K | Hold |
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|
2024
Q2 | $483K | Hold |
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|
2024
Q1 | $464K | Hold |
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|
2023
Q4 | $477K | Hold |
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|
2023
Q3 | $401K | Hold |
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|
2023
Q2 | $434K | Hold |
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|
2023
Q1 | $371K | Hold |
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|
2022
Q4 | $363K | Hold |
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|
2022
Q3 | $331K | Sell |
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|
2022
Q2 | $365K | Buy |
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|
2022
Q1 | $444K | Buy |
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|
2021
Q4 | $495K | Buy |
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|
2021
Q3 | $458K | Buy |
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|
2021
Q2 | $442K | Buy |
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|
2021
Q1 | $379K | Buy |
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|
2020
Q4 | $352K | Buy |
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|
2020
Q3 | $386K | Hold |
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|
2020
Q2 | $353K | Hold |
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|
2020
Q1 | $262K | Hold |
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|
2019
Q4 | $292K | Hold |
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|
2019
Q3 | $261K | Hold |
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|
2019
Q2 | $244K | Hold |
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|
2019
Q1 | $225K | Hold |
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|
2018
Q4 | $182K | Hold |
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|
2018
Q3 | $213K | Hold |
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|
2018
Q2 | $218K | Hold |
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|
2018
Q1 | $204K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $115K | Buy |
|