GC
Gilbert & Cook’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $522K | Buy |
990
+24
| +2% | +$12.7K | 0.07% | 136 |
|
|
2025
Q1 | $491K | Buy |
966
+1
| +0.1% | +$508 | 0.07% | 141 |
|
|
2024
Q4 | $481K | Sell |
965
-23
| -2% | -$11.5K | 0.07% | 146 |
|
|
2024
Q3 | $510K | Sell |
988
-27
| -3% | -$13.9K | 0.07% | 132 |
|
|
2024
Q2 | $453K | Sell |
1,015
-151
| -13% | -$67.3K | 0.07% | 134 |
|
|
2024
Q1 | $496K | Buy |
1,166
+14
| +1% | +$5.95K | 0.07% | 138 |
|
|
2023
Q4 | $507K | Buy |
1,152
+83
| +8% | +$36.5K | 0.07% | 134 |
|
|
2023
Q3 | $390K | Buy |
+1,069
| New | +$390K | 0.06% | 153 |
|
|
2021
Q1 | – | Sell |
-1,080
| Closed | -$354K | – | 207 |
|
|
2020
Q4 | $354K | Sell |
1,080
-4
| -0.4% | -$1.31K | 0.08% | 112 |
|
|
2020
Q3 | $391K | Buy |
1,084
+21
| +2% | +$7.58K | 0.09% | 83 |
|
|
2020
Q2 | $350K | Buy |
1,063
+74
| +7% | +$24.4K | 0.09% | 83 |
|
|
2020
Q1 | $242K | Buy |
989
+202
| +26% | +$49.4K | 0.07% | 99 |
|
|
2019
Q4 | $215K | Buy |
+787
| New | +$215K | 0.05% | 141 |
|
|
2019
Q3 | – | Sell |
-1,102
| Closed | -$251K | – | 127 |
|
|
2019
Q2 | $251K | Sell |
1,102
-262
| -19% | -$59.7K | 0.07% | 91 |
|
|
2019
Q1 | $287K | Sell |
1,364
-33
| -2% | -$6.94K | 0.09% | 81 |
|
|
2018
Q4 | $237K | Sell |
1,397
-123
| -8% | -$20.9K | 0.08% | 81 |
|
|
2018
Q3 | $297K | Sell |
1,520
-178
| -10% | -$34.8K | 0.09% | 76 |
|
|
2018
Q2 | $346K | Buy |
1,698
+348
| +26% | +$70.9K | 0.12% | 59 |
|
|
2018
Q1 | $258K | Buy |
+1,350
| New | +$258K | 0.09% | 70 |
|
|
2017
Q3 | – | Sell |
-2,061
| Closed | -$301K | – | 138 |
|
|
2017
Q2 | $301K | Buy |
+2,061
| New | +$301K | 0.11% | 96 |
|