Fortis 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
Q2 | $882K | Buy |
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|
2025
Q1 | $755K | Sell |
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|
2024
Q4 | $747K | Sell |
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|
2024
Q3 | $1.16M | Buy |
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|
2024
Q2 | $870K | Sell |
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|
2024
Q1 | $4M | Buy |
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|
2023
Q4 | $3.75M | Buy |
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|
2023
Q3 | $1.12M | Buy |
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|
2023
Q2 | $1.1M | Buy |
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|
2023
Q1 | $883K | Buy |
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|
2022
Q4 | $730K | Sell |
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|
2022
Q3 | $685K | Sell |
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|
2022
Q2 | $759K | Sell |
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|
2022
Q1 | $4.97M | Buy |
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|
2021
Q4 | $5.64M | Buy |
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|
2021
Q3 | $2.67M | Sell |
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|
2021
Q2 | $2.92M | Buy |
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|
2021
Q1 | $2.33M | Buy |
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|
2020
Q4 | $2.01M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.04M | Buy |
|