Hendershot Investments’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 | $278K | Hold |
527
| – | – | 0.04% | 100 |
|
|
2025
Q1 | $268K | Buy |
527
+49
| +10% | +$24.9K | 0.04% | 104 |
|
|
2024
Q4 | $238K | Buy |
478
+8
| +2% | +$3.98K | 0.03% | 112 |
|
|
2024
Q3 | $243K | Hold |
470
| – | – | 0.03% | 112 |
|
|
2024
Q2 | $210K | Hold |
470
| – | – | 0.03% | 115 |
|
|
2024
Q1 | $200K | Hold |
470
| – | – | 0.03% | 120 |
|
|
2023
Q4 | $207K | Sell |
470
-29
| -6% | -$12.8K | 0.03% | 118 |
|
|
2023
Q3 | $182K | Hold |
499
| – | – | 0.03% | 120 |
|
|
2023
Q2 | $200K | Hold |
499
| – | – | 0.03% | 123 |
|
|
2023
Q1 | $172K | Sell |
499
-10
| -2% | -$3.45K | 0.03% | 134 |
|
|
2022
Q4 | $170K | Buy |
509
+10
| +2% | +$3.35K | 0.03% | 135 |
|
|
2022
Q3 | $152K | Hold |
499
| – | – | 0.03% | 135 |
|
|
2022
Q2 | $168K | Hold |
499
| – | – | 0.03% | 134 |
|
|
2022
Q1 | $205K | Buy |
499
+29
| +6% | +$11.9K | 0.03% | 134 |
|
|
2021
Q4 | $222K | Hold |
470
| – | – | 0.03% | 137 |
|
|
2021
Q3 | $200K | Hold |
470
| – | – | 0.04% | 94 |
|
|
2021
Q2 | $193K | Hold |
470
| – | – | 0.04% | 91 |
|
|
2021
Q1 | $166K | Hold |
470
| – | – | 0.04% | 86 |
|
|
2020
Q4 | $155K | Hold |
470
| – | – | 0.04% | 84 |
|
|
2020
Q3 | $169K | Sell |
470
-230
| -33% | -$82.7K | 0.05% | 78 |
|
|
2020
Q2 | $231K | Buy |
+700
| New | +$231K | 0.07% | 65 |
|