Financial Perspectives’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 | $253K | Hold |
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|
2025
Q2 | $274K | Buy |
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|
2025
Q1 | $264K | Sell |
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|
2024
Q4 | $259K | Hold |
|
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|
2024
Q3 | $268K | Hold |
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|
2024
Q2 | $232K | Hold |
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|
2024
Q1 | $221K | Sell |
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|
2023
Q4 | $229K | Buy |
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|
2023
Q3 | $190K | Hold |
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|
2023
Q2 | $208K | Hold |
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|
2023
Q1 | $179K | Hold |
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|
2022
Q4 | $174K | Hold |
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|
2022
Q3 | $158K | Hold |
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|
2022
Q2 | $175K | Hold |
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|
2022
Q1 | $213K | Buy |
|