Gallagher Fiduciary Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $578K | Buy |
1,096
+86
| +9% | +$45.3K | 0.02% | 155 |
|
|
2025
Q1 | $513K | Buy |
1,010
+3
| +0.3% | +$1.52K | 0.02% | 151 |
|
|
2024
Q4 | $501K | Buy |
1,007
+165
| +20% | +$82.2K | 0.1% | 142 |
|
|
2024
Q3 | $435K | Buy |
842
+203
| +32% | +$105K | 0.09% | 134 |
|
|
2024
Q2 | $285K | Buy |
+639
| New | +$285K | 0.06% | 167 |
|