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
2025
Q2
$11.1M Buy
2025
Q1
$10.6M Sell
2024
Q4
$10.6M Buy
2024
Q3
$10.9M Sell
2024
Q2
$9.65M Buy
2024
Q1
$9.02M Buy
2023
Q4
$9.08M Sell
2023
Q3
$7.98M Sell
2023
Q2
$8.87M Sell
2023
Q1
$7.77M Sell
2022
Q4
$7.59M Buy
2022
Q3
$6.8M Sell
2022
Q2
$7.71M Buy
2022
Q1
$8.81M Buy
2021
Q4
$9.92M Buy
2021
Q3
$8.69M Buy
2021
Q2
$8.21M Sell
2021
Q1
$7.12M Buy
2020
Q4
$6.53M Buy
2020
Q3
$6.92M Sell
2020
Q2
$7.34M Sell
2020
Q1
$5.76M Sell
2019
Q4
$6.59M Buy
2019
Q3
$5.67M Buy