J.M. Forbes & Co’s S&P Global SPGI Stock Holding History

J.M. Forbes & Co’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$320K	Buy
2025 Q1	$289K	Hold
2024 Q4	$283K	Hold
2024 Q3	$294K	Hold
2024 Q2	$254K	Hold
2024 Q1	$242K	Hold
2023 Q4	$251K	Hold
2023 Q3	$208K	Hold
2023 Q2	$228K	Buy