Everett Harris & Co’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 | $976K | Hold |
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|
2025
Q2 | $1.06M | Buy |
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|
2025
Q1 | $710K | Hold |
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|
2024
Q4 | $696K | Buy |
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|
2024
Q3 | $695K | Hold |
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|
2024
Q2 | $600K | Buy |
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|
2024
Q1 | $378K | Hold |
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|
2023
Q4 | $391K | Buy |
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|
2023
Q3 | $322K | Hold |
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|
2023
Q2 | $353K | Hold |
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|
2023
Q1 | $303K | Hold |
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|
2022
Q4 | $295K | Hold |
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|
2022
Q3 | $269K | Sell |
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|
2022
Q2 | $313K | Hold |
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|
2022
Q1 | $381K | Hold |
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|
2021
Q4 | $439K | Hold |
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|
2021
Q3 | $395K | Hold |
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|
2021
Q2 | $382K | Hold |
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|
2021
Q1 | $328K | Hold |
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|
2020
Q4 | $306K | Hold |
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|
2020
Q3 | $335K | Hold |
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|
2020
Q2 | $306K | Buy |
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