Girard Partners’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
2024
Q2
$10.2M Sell
2024
Q1
$9.71M Buy
2023
Q4
$9.74M Sell
2023
Q3
$8.43M Buy
2023
Q2
$9.09M Buy
2023
Q1
$7.49M Buy
2022
Q4
$6.44M Buy
2022
Q3
$5.86M Buy
2022
Q2
$5.88M Buy
2022
Q1
$6.55M Buy
2021
Q4
$5.14M Buy
2021
Q3
$3.69M Buy
2021
Q2
$2.78M Buy
2021
Q1
$882K Buy
2018
Q4
Sell
2018
Q3
$97K Buy