J.W. Coons Advisors’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
Q2 | $771K | Buy |
|
|||||
|
2025
Q1 | $717K | Hold |
|
|||||
|
2024
Q4 | $703K | Hold |
|
|||||
|
2024
Q3 | $729K | Sell |
|
|||||
|
2024
Q2 | $644K | Hold |
|
|||||
|
2024
Q1 | $614K | Hold |
|
|||||
|
2023
Q4 | $636K | Hold |
|
|||||
|
2023
Q3 | $527K | Sell |
|
|||||
|
2023
Q2 | $2.63M | Hold |
|
|||||
|
2023
Q1 | $2.26M | Hold |
|
|||||
|
2022
Q4 | $2.2M | Sell |
|
|||||
|
2022
Q3 | $2.04M | Sell |
|
|||||
|
2022
Q2 | $2.3M | Sell |
|
|||||
|
2022
Q1 | $2.94M | Sell |
|
|||||
|
2021
Q4 | $3.58M | Buy |
|
|||||
|
2021
Q3 | $3.09M | Sell |
|
|||||
|
2021
Q2 | $3.08M | Sell |
|
|||||
|
2021
Q1 | $2.65M | Buy |
|
|||||
|
2020
Q4 | $2.44M | Sell |
|
|||||
|
2020
Q3 | $2.72M | Buy |
|
|||||
|
2020
Q2 | $2.43M | Buy |
|
|||||
|
2020
Q1 | $1.74M | Buy |
|