Herold Advisors’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 | $2.45M | Sell |
4,654
-711
| -13% | -$375K | 0.51% | 57 |
|
|
2025
Q1 | $2.73M | Sell |
5,365
-20
| -0.4% | -$10.2K | 0.6% | 45 |
|
|
2024
Q4 | $2.68M | Sell |
5,385
-400
| -7% | -$199K | 0.58% | 49 |
|
|
2024
Q3 | $2.99M | Sell |
5,785
-300
| -5% | -$155K | 0.65% | 42 |
|
|
2024
Q2 | $2.71M | Sell |
6,085
-405
| -6% | -$181K | 0.63% | 41 |
|
|
2024
Q1 | $2.76M | Sell |
6,490
-100
| -2% | -$42.5K | 0.67% | 40 |
|
|
2023
Q4 | $2.9M | Sell |
6,590
-2
| -0% | -$881 | 0.8% | 34 |
|
|
2023
Q3 | $2.41M | Sell |
6,592
-78
| -1% | -$28.5K | 0.73% | 35 |
|
|
2023
Q2 | $2.67M | Hold |
6,670
| – | – | 0.82% | 28 |
|
|
2023
Q1 | $2.3M | Sell |
6,670
-750
| -10% | -$259K | 0.79% | 28 |
|
|
2022
Q4 | $2.49M | Buy |
+7,420
| New | +$2.49M | 1.05% | 20 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 195 |
|
|
2022
Q2 | – | Sell |
-7,270
| Closed | -$2.98M | – | 598 |
|
|
2022
Q1 | $2.98M | Sell |
7,270
-200
| -3% | -$82K | 1.06% | 17 |
|
|
2021
Q4 | $3.53M | Hold |
7,470
| – | – | 1.37% | 12 |
|
|
2021
Q3 | $3.17M | Buy |
+7,470
| New | +$3.17M | 1.23% | 11 |
|