Grimes & Company’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Buy |
591
+30
| +5% | +$15.8K | 0.01% | 333 |
|
|
2025
Q1 | $285K | Buy |
561
+26
| +5% | +$13.2K | 0.01% | 300 |
|
|
2024
Q4 | $267K | Sell |
535
-27
| -5% | -$13.5K | 0.01% | 325 |
|
|
2024
Q3 | $290K | Buy |
562
+60
| +12% | +$31K | 0.01% | 297 |
|
|
2024
Q2 | $224K | Sell |
502
-10
| -2% | -$4.46K | 0.01% | 317 |
|
|
2024
Q1 | $218K | Sell |
512
-29
| -5% | -$12.4K | 0.01% | 305 |
|
|
2023
Q4 | $238K | Buy |
+541
| New | +$238K | 0.01% | 284 |
|
|
2022
Q1 | – | Sell |
-439
| Closed | -$207K | – | 316 |
|
|
2021
Q4 | $207K | Buy |
+439
| New | +$207K | 0.01% | 284 |
|