HPIA

Hamilton Point 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	$2.01M	Hold	3,808	–	–	0.33%	64
2025 Q1	$1.93M	Hold	3,808	–	–	0.35%	61
2024 Q4	$1.9M	Buy	3,808 +8	+0.2%	+$3.98K	0.33%	60
2024 Q3	$1.96M	Hold	3,800	–	–	0.35%	60
2024 Q2	$1.69M	Hold	3,800	–	–	0.32%	61
2024 Q1	$1.62M	Hold	3,800	–	–	0.31%	63
2023 Q4	$1.67M	Hold	3,800	–	–	0.33%	63
2023 Q3	$1.39M	Hold	3,800	–	–	0.34%	62
2023 Q2	$1.52M	Hold	3,800	–	–	0.36%	61
2023 Q1	$1.31M	Hold	3,800	–	–	0.32%	60
2022 Q4	$1.27M	Sell	3,800 -24	-0.6%	-$8.04K	0.35%	57
2022 Q3	$1.17M	Hold	3,824	–	–	0.36%	57
2022 Q2	$1.29M	Sell	3,824 -15	-0.4%	-$5.06K	0.38%	57
2022 Q1	$1.58M	Hold	3,839	–	–	0.41%	57
2021 Q4	$1.81M	Buy	3,839 +15	+0.4%	+$7.08K	0.43%	58
2021 Q3	$1.63M	Buy	3,824 +24	+0.6%	+$10.2K	0.43%	58
2021 Q2	$1.56M	Hold	3,800	–	–	0.42%	59
2021 Q1	$1.34M	Hold	3,800	–	–	0.39%	58
2020 Q4	$1.25M	Hold	3,800	–	–	0.39%	56
2020 Q3	$1.37M	Hold	3,800	–	–	0.48%	54
2020 Q2	$1.25M	Hold	3,800	–	–	0.48%	54
2020 Q1	$931K	Hold	3,800	–	–	0.43%	55
2019 Q4	$1.04M	Hold	3,800	–	–	0.39%	58
2019 Q3	$931K	Hold	3,800	–	–	0.38%	57
2019 Q2	$866K	Hold	3,800	–	–	0.37%	58
2019 Q1	$800K	Hold	3,800	–	–	0.36%	58
2018 Q4	$646K	Hold	3,800	–	–	0.33%	59
2018 Q3	$742K	Hold	3,800	–	–	0.35%	59
2018 Q2	$775K	Hold	3,800	–	–	0.38%	58
2018 Q1	$726K	Hold	3,800	–	–	0.37%	58
2017 Q4	$644K	Hold	3,800	–	–	0.34%	60
2017 Q3	$594K	Hold	3,800	–	–	0.32%	64
2017 Q2	$555K	Hold	3,800	–	–	0.31%	63
2017 Q1	$497K	Hold	3,800	–	–	0.28%	65
2016 Q4	$409K	Hold	3,800	–	–	0.25%	64
2016 Q3	$481K	Hold	3,800	–	–	0.3%	64
2016 Q2	$408K	Buy	+3,800	New	+$408K	0.27%	65