Hendershot Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $233K | Sell |
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|
2025
Q2 | $278K | Hold |
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|
2025
Q1 | $268K | Buy |
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|
2024
Q4 | $238K | Buy |
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|
2024
Q3 | $243K | Hold |
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|
2024
Q2 | $210K | Hold |
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|
2024
Q1 | $200K | Hold |
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|
2023
Q4 | $207K | Sell |
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|
2023
Q3 | $182K | Hold |
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|
2023
Q2 | $200K | Hold |
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|
2023
Q1 | $172K | Sell |
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|
2022
Q4 | $170K | Buy |
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|
2022
Q3 | $152K | Hold |
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|
2022
Q2 | $168K | Hold |
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|
2022
Q1 | $205K | Buy |
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|
2021
Q4 | $222K | Hold |
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|
2021
Q3 | $200K | Hold |
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|
2021
Q2 | $193K | Hold |
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|
2021
Q1 | $166K | Hold |
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|
2020
Q4 | $155K | Hold |
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|
2020
Q3 | $169K | Sell |
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|
2020
Q2 | $231K | Buy |
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