Fragasso Financial Advisors’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 | $2.54M | Sell |
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|
2025
Q2 | $2.99M | Sell |
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|
2025
Q1 | $3.18M | Sell |
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|
2024
Q4 | $5.59M | Sell |
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|
2024
Q3 | $6.36M | Sell |
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|
2024
Q2 | $5.56M | Sell |
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|
2024
Q1 | $5.48M | Sell |
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|
2023
Q4 | $5.76M | Sell |
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|
2023
Q3 | $4.92M | Sell |
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|
2023
Q2 | $5.56M | Sell |
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|
2023
Q1 | $6.3M | Buy |
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|
2022
Q4 | $5.87M | Buy |
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|
2022
Q3 | $5.09M | Buy |
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|
2022
Q2 | $5.28M | Buy |
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|
2022
Q1 | $6.05M | Buy |
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|
2021
Q4 | $6.28M | Buy |
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|
2021
Q3 | $5.29M | Buy |
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|
2021
Q2 | $4.65M | Buy |
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|
2021
Q1 | $3.46M | Buy |
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