Hennion & Walsh Asset Management’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
$7.25M Buy
2025
Q2
$7.4M Sell
2025
Q1
$7.17M Sell
2024
Q4
$7.37M Sell
2024
Q3
$7.76M Buy
2024
Q2
$6.69M Sell
2024
Q1
$6.68M Sell
2023
Q4
$7.3M Sell
2023
Q3
$7.25M Sell
2023
Q2
$9.55M Sell
2023
Q1
$9.91M Sell
2022
Q4
$9.8M Sell
2022
Q3
$9.92M Buy
2022
Q2
$10M Sell
2022
Q1
$12.3M Buy
2021
Q4
$12.4M Buy
2021
Q3
$9.74M Buy
2021
Q2
$7.87M Buy
2021
Q1
$6.05M Buy