JMFC
J.M. Forbes & Co’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Buy |
606
+37
| +7% | +$19.5K | 0.03% | 123 |
|
|
2025
Q1 | $289K | Hold |
569
| – | – | 0.03% | 126 |
|
|
2024
Q4 | $283K | Hold |
569
| – | – | 0.03% | 129 |
|
|
2024
Q3 | $294K | Hold |
569
| – | – | 0.03% | 123 |
|
|
2024
Q2 | $254K | Hold |
569
| – | – | 0.03% | 124 |
|
|
2024
Q1 | $242K | Hold |
569
| – | – | 0.03% | 125 |
|
|
2023
Q4 | $251K | Hold |
569
| – | – | 0.03% | 118 |
|
|
2023
Q3 | $208K | Hold |
569
| – | – | 0.03% | 124 |
|
|
2023
Q2 | $228K | Buy |
+569
| New | +$228K | 0.03% | 121 |
|