Ferguson Wellman 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 | $600K | Buy |
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|
2025
Q2 | $633K | Sell |
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|
2025
Q1 | $694K | Buy |
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|
2024
Q4 | $588K | Sell |
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|
2024
Q3 | $626K | Sell |
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|
2024
Q2 | $542K | Sell |
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|
2024
Q1 | $520K | Sell |
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|
2023
Q4 | $587K | Sell |
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|
2023
Q3 | $649K | Sell |
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|
2023
Q2 | $724K | Sell |
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|
2023
Q1 | $710K | Sell |
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|
2022
Q4 | $699K | Buy |
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|
2022
Q3 | $553K | Sell |
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|
2022
Q2 | $612K | Hold |
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|
2022
Q1 | $744K | Sell |
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|
2021
Q4 | $946K | Sell |
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|
2021
Q3 | $947K | Sell |
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|
2021
Q2 | $972K | Sell |
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|
2021
Q1 | $1.16M | Sell |
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|
2020
Q4 | $20.9M | Buy |
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|
2020
Q3 | $22.7M | Buy |
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|
2020
Q2 | $19.6M | Buy |
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|
2020
Q1 | $14.3M | Buy |
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|
2019
Q4 | $797K | Buy |
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|
2019
Q3 | $713K | Sell |
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|
2019
Q2 | $720K | Hold |
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|
2019
Q1 | $665K | Hold |
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|
2018
Q4 | $537K | Sell |
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|
2018
Q3 | $705K | Hold |
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|
2018
Q2 | $736K | Sell |
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|
2018
Q1 | $691K | Buy |
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|
2017
Q4 | $612K | Hold |
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|
2017
Q3 | $564K | Hold |
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|
2017
Q2 | $527K | Hold |
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|
2017
Q1 | $472K | Hold |
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|
2016
Q4 | $388K | Buy |
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|
2016
Q3 | $443K | Sell |
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|
2016
Q2 | $386K | Buy |
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