FAM
Fulcrum Asset Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
+2,507
| New | +$1.32M | 1.02% | 27 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 172 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 17 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 15 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 13 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 170 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 121 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 122 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 124 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 115 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 138 |
|
|
2020
Q3 | – | Sell |
-1,157
| Closed | -$307K | – | 183 |
|
|
2020
Q2 | $307K | Buy |
+1,157
| New | +$307K | 0.1% | 140 |
|