Foster Dykema Cabot & Partners’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Hold |
2,859
| – | – | 0.11% | 40 |
|
|
2025
Q1 | $1.45M | Buy |
2,859
+20
| +0.7% | +$10.2K | 0.12% | 39 |
|
|
2024
Q4 | $1.41M | Buy |
2,839
+1,034
| +57% | +$515K | 0.11% | 42 |
|
|
2024
Q3 | $932K | Buy |
1,805
+107
| +6% | +$55.3K | 0.08% | 49 |
|
|
2024
Q2 | $757K | Hold |
1,698
| – | – | 0.07% | 48 |
|
|
2024
Q1 | $722K | Hold |
1,698
| – | – | 0.07% | 49 |
|
|
2023
Q4 | $748K | Buy |
+1,698
| New | +$748K | 0.08% | 44 |
|