GIA
GHP Investment Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.53M | Buy |
14,275
+619
| +5% | +$326K | 0.33% | 106 |
|
|
2025
Q1 | $6.94M | Buy |
13,656
+157
| +1% | +$79.8K | 0.33% | 106 |
|
|
2024
Q4 | $6.72M | Buy |
13,499
+122
| +0.9% | +$60.8K | 0.31% | 118 |
|
|
2024
Q3 | $6.91M | Buy |
13,377
+798
| +6% | +$412K | 0.32% | 122 |
|
|
2024
Q2 | $5.61M | Buy |
12,579
+596
| +5% | +$266K | 0.28% | 129 |
|
|
2024
Q1 | $5.1M | Buy |
11,983
+610
| +5% | +$260K | 0.25% | 142 |
|
|
2023
Q4 | $5.01M | Buy |
11,373
+334
| +3% | +$147K | 0.27% | 131 |
|
|
2023
Q3 | $4.01M | Buy |
11,039
+129
| +1% | +$46.9K | 0.24% | 143 |
|
|
2023
Q2 | $4.23M | Buy |
10,910
+518
| +5% | +$201K | 0.25% | 142 |
|
|
2023
Q1 | $3.58M | Buy |
10,392
+189
| +2% | +$65.2K | 0.23% | 154 |
|
|
2022
Q4 | $3.42M | Sell |
10,203
-707
| -6% | -$237K | 0.23% | 153 |
|
|
2022
Q3 | $3.33M | Buy |
10,910
+48
| +0.4% | +$14.7K | 0.26% | 139 |
|
|
2022
Q2 | $3.66M | Buy |
10,862
+508
| +5% | +$171K | 0.27% | 133 |
|
|
2022
Q1 | $4.25M | Sell |
10,354
-38
| -0.4% | -$15.6K | 0.28% | 127 |
|
|
2021
Q4 | $4.9M | Sell |
10,392
-33
| -0.3% | -$15.6K | 0.35% | 105 |
|
|
2021
Q3 | $4.43M | Buy |
10,425
+465
| +5% | +$198K | 0.35% | 104 |
|
|
2021
Q2 | $4.09M | Buy |
9,960
+38
| +0.4% | +$15.6K | 0.33% | 114 |
|
|
2021
Q1 | $3.5M | Sell |
9,922
-598
| -6% | -$211K | 0.3% | 119 |
|
|
2020
Q4 | $3.46M | Buy |
10,520
+261
| +3% | +$85.8K | 0.33% | 113 |
|
|
2020
Q3 | $3.7M | Sell |
10,259
-326
| -3% | -$118K | 0.42% | 90 |
|
|
2020
Q2 | $3.49M | Buy |
10,585
+6
| +0.1% | +$1.98K | 0.43% | 83 |
|
|
2020
Q1 | $2.59M | Buy |
10,579
+209
| +2% | +$51.2K | 0.39% | 87 |
|
|
2019
Q4 | $2.83M | Sell |
10,370
-2
| -0% | -$546 | 0.3% | 101 |
|
|
2019
Q3 | $2.54M | Sell |
10,372
-1,455
| -12% | -$356K | 0.32% | 105 |
|
|
2019
Q2 | $2.69M | Buy |
11,827
+615
| +5% | +$140K | 0.33% | 106 |
|
|
2019
Q1 | $2.36M | Buy |
11,212
+249
| +2% | +$52.4K | 0.3% | 110 |
|
|
2018
Q4 | $1.86M | Buy |
10,963
+1,195
| +12% | +$203K | 0.28% | 120 |
|
|
2018
Q3 | $1.91M | Buy |
9,768
+298
| +3% | +$58.2K | 0.26% | 123 |
|
|
2018
Q2 | $1.93M | Sell |
9,470
-11
| -0.1% | -$2.24K | 0.27% | 112 |
|
|
2018
Q1 | $1.81M | Buy |
9,481
+81
| +0.9% | +$15.5K | 0.26% | 118 |
|
|
2017
Q4 | $1.59M | Sell |
9,400
-105
| -1% | -$17.8K | 0.23% | 133 |
|
|
2017
Q3 | $1.49M | Buy |
9,505
+10
| +0.1% | +$1.56K | 0.23% | 132 |
|
|
2017
Q2 | $1.39M | Sell |
9,495
-1,790
| -16% | -$261K | 0.22% | 131 |
|
|
2017
Q1 | $1.48M | Hold |
11,285
| – | – | 0.25% | 115 |
|
|
2016
Q4 | $1.21M | Buy |
11,285
+600
| +6% | +$64.5K | 0.23% | 126 |
|
|
2016
Q3 | $1.35M | Hold |
10,685
| – | – | 0.28% | 108 |
|
|
2016
Q2 | $1.15M | Buy |
+10,685
| New | +$1.15M | 0.25% | 114 |
|