Frank Rimerman 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
Q2 | $3.35M | Buy |
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|
2025
Q1 | $2.82M | Sell |
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|
2024
Q4 | $2.81M | Sell |
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|
2024
Q3 | $3.57M | Buy |
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|
2024
Q2 | $2.34M | Buy |
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|
2024
Q1 | $5.53K | Hold |
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|
2023
Q4 | $5.73K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $940K | Buy |
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|
2022
Q2 | $1.03M | Buy |
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|
2022
Q1 | $1.26M | Buy |
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|
2021
Q4 | $1.44M | Buy |
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|
2021
Q3 | $1.29M | Buy |
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