Gilbert & Cook’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 | $522K | Buy |
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|
2025
Q1 | $491K | Buy |
|
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|
2024
Q4 | $481K | Sell |
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|
2024
Q3 | $510K | Sell |
|
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|
2024
Q2 | $453K | Sell |
|
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|
2024
Q1 | $496K | Buy |
|
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|
2023
Q4 | $507K | Buy |
|
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|
2023
Q3 | $390K | Buy |
|
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|
2021
Q1 | – | Sell |
|
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|
2020
Q4 | $354K | Sell |
|
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|
2020
Q3 | $391K | Buy |
|
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|
2020
Q2 | $350K | Buy |
|
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|
2020
Q1 | $242K | Buy |
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|
2019
Q4 | $215K | Buy |
|
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|
2019
Q3 | – | Sell |
|
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|
2019
Q2 | $251K | Sell |
|
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|
2019
Q1 | $287K | Sell |
|
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|
2018
Q4 | $237K | Sell |
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|
2018
Q3 | $297K | Sell |
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|
2018
Q2 | $346K | Buy |
|
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|
2018
Q1 | $258K | Buy |
|
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|
2017
Q3 | – | Sell |
|
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|
2017
Q2 | $301K | Buy |
|