Forte Capital’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
Q2 | $932K | Buy |
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|
2025
Q1 | $869K | Sell |
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|
2024
Q4 | $932K | Sell |
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|
2024
Q3 | $1.01M | Sell |
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|
2024
Q2 | $962K | Buy |
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|
2024
Q1 | $912K | Buy |
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|
2023
Q4 | $857K | Buy |
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|
2023
Q3 | $624K | Buy |
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|
2023
Q2 | $537K | Sell |
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|
2023
Q1 | $466K | Buy |
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|
2022
Q4 | $450K | Buy |
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|
2022
Q3 | $391K | Hold |
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|
2022
Q2 | $432K | Sell |
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|
2022
Q1 | $607K | Hold |
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|
2021
Q4 | $607K | Sell |
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|
2021
Q3 | $601K | Buy |
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|
2021
Q2 | $579K | Buy |
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|
2021
Q1 | $451K | Buy |
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|
2020
Q4 | $381K | Sell |
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|
2020
Q3 | $432K | Buy |
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|
2020
Q2 | $234K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $246K | Sell |
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|
2017
Q3 | $232K | Hold |
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|
2017
Q2 | $217K | Buy |
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