Fulcrum Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.8M | Buy |
25,307
+3,581
| +16% | +$1.66M | 2.34% | 16 |
|
|
2025
Q4 | $11.4M | Buy |
21,726
+999
| +5% | +$494K | 2.28% | 15 |
|
|
2025
Q3 | $10.1M | Sell |
20,727
-252
| -1% | -$135K | 2.07% | 17 |
|
|
2025
Q2 | $11.1M | Buy |
20,979
+33
| +0.2% | +$16.5K | 2.34% | 14 |
|
|
2025
Q1 | $10.6M | Sell |
20,946
-279
| -1% | -$143K | 2.36% | 14 |
|
|
2024
Q4 | $10.6M | Buy |
21,225
+77
| +0.4% | +$39.1K | 2.21% | 13 |
|
|
2024
Q3 | $10.9M | Sell |
21,148
-497
| -2% | -$246K | 2.38% | 11 |
|
|
2024
Q2 | $9.65M | Buy |
21,645
+435
| +2% | +$187K | 2.2% | 15 |
|
|
2024
Q1 | $9.02M | Buy |
21,210
+597
| +3% | +$259K | 2.14% | 16 |
|
|
2023
Q4 | $9.08M | Sell |
20,613
-1,225
| -6% | -$483K | 2.35% | 11 |
|
|
2023
Q3 | $7.98M | Sell |
21,838
-298
| -1% | -$117K | 2.32% | 14 |
|
|
2023
Q2 | $8.87M | Sell |
22,136
-405
| -2% | -$148K | 2.33% | 11 |
|
|
2023
Q1 | $7.77M | Sell |
22,541
-115
| -0.5% | -$40.5K | 2.09% | 17 |
|
|
2022
Q4 | $7.59M | Buy |
22,656
+375
| +2% | +$124K | 2.19% | 15 |
|
|
2022
Q3 | $6.8M | Sell |
22,281
-602
| -3% | -$215K | 2.02% | 21 |
|
|
2022
Q2 | $7.71M | Buy |
22,883
+1,401
| +7% | +$499K | 2.42% | 15 |
|
|
2022
Q1 | $8.81M | Buy |
21,482
+453
| +2% | +$185K | 2.36% | 15 |
|
|
2021
Q4 | $9.92M | Buy |
21,029
+567
| +3% | +$259K | 2.15% | 17 |
|
|
2021
Q3 | $8.69M | Buy |
20,462
+467
| +2% | +$202K | 2.08% | 20 |
|
|
2021
Q2 | $8.21M | Sell |
19,995
-190
| -0.9% | -$73K | 2.06% | 21 |
|
|
2021
Q1 | $7.12M | Buy |
20,185
+324
| +2% | +$108K | 2.04% | 21 |
|
|
2020
Q4 | $6.53M | Buy |
19,861
+668
| +3% | +$225K | 1.95% | 24 |
|
|
2020
Q3 | $6.92M | Sell |
19,193
-3,087
| -14% | -$1.09M | 2.5% | 11 |
|
|
2020
Q2 | $7.34M | Sell |
22,280
-1,226
| -5% | -$369K | 2.78% | 10 |
|
|
2020
Q1 | $5.76M | Sell |
23,506
-617
| -3% | -$169K | 2.61% | 17 |
|
|
2019
Q4 | $6.59M | Buy |
24,123
+982
| +4% | +$255K | 2.04% | 23 |
|
|
2019
Q3 | $5.67M | Buy |
+23,141
| New | +$5.78M | 1.94% | 24 |
|
Other funds holding SPGI
VCM
VPM
