Ironwood Investment Counsel’s S&P Global SPGI Stock Holding History

Ironwood Investment Counsel’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$17M	Buy	74,245 +72,668	+4,608%	+$16.6M	2.62%	5
2025 Q1	$802K	Buy	1,577 +25	+2%	+$12.7K	0.14%	126
2024 Q4	$773K	Sell	1,552 -4	-0.3%	-$1.99K	0.13%	132
2024 Q3	$804K	Sell	1,556 -23	-1%	-$11.9K	0.13%	130
2024 Q2	$705K	Buy	1,579 +8	+0.5%	+$3.57K	0.13%	142
2024 Q1	$669K	Sell	1,571 -64	-4%	-$27.2K	0.12%	145
2023 Q4	$720K	Hold	1,635	–	–	0.13%	135
2023 Q3	$597K	Buy	1,635 +1	+0.1%	+$365	0.13%	140
2023 Q2	$655K	Sell	1,634 -167	-9%	-$67K	0.15%	114
2023 Q1	$621K	Buy	1,801 +555	+45%	+$191K	0.15%	117
2022 Q4	$417K	Buy	1,246 +7	+0.6%	+$2.35K	0.1%	139
2022 Q3	$378K	Buy	1,239 +64	+5%	+$19.5K	0.11%	131
2022 Q2	$396K	Buy	1,175 +1	+0.1%	+$337	0.11%	134
2022 Q1	$481K	Buy	1,174 +220	+23%	+$90.1K	0.12%	128
2021 Q4	$450K	Sell	954 -42	-4%	-$19.8K	0.1%	139
2021 Q3	$423K	Buy	996 +21	+2%	+$8.92K	0.11%	131
2021 Q2	$400K	Sell	975 -55	-5%	-$22.6K	0.11%	139
2021 Q1	$363K	Hold	1,030	–	–	0.1%	139
2020 Q4	$338K	Buy	1,030 +150	+17%	+$49.2K	0.08%	163
2020 Q3	$317K	Hold	880	–	–	0.09%	152
2020 Q2	$289K	Sell	880 -1,729	-66%	-$568K	0.09%	152
2020 Q1	$639K	Sell	2,609 -75	-3%	-$18.4K	0.25%	85
2019 Q4	$732K	Buy	2,684 +4	+0.1%	+$1.09K	0.25%	84
2019 Q3	$656K	Buy	2,680 +105	+4%	+$25.7K	0.24%	83
2019 Q2	$586K	Hold	2,575	–	–	0.22%	85
2019 Q1	$542K	Hold	2,575	–	–	0.21%	88
2018 Q4	$437K	Hold	2,575	–	–	0.19%	93
2018 Q3	$503K	Sell	2,575 -125	-5%	-$24.4K	0.19%	94
2018 Q2	$550K	Hold	2,700	–	–	0.24%	84
2018 Q1	$515K	Buy	2,700 +200	+8%	+$38.1K	0.23%	84
2017 Q4	$423K	Hold	2,500	–	–	0.16%	97
2017 Q3	$391K	Hold	2,500	–	–	0.16%	102
2017 Q2	$326K	Hold	2,500	–	–	0.12%	123
2017 Q1	$326K	Hold	2,500	–	–	0.14%	121
2016 Q4	$269K	Sell	2,500 -250	-9%	-$26.9K	0.12%	128
2016 Q3	$348K	Buy	+2,750	New	+$348K	0.16%	113