MAI Capital Management’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
Q3 | $7.36M | Buy |
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|
2025
Q2 | $6.6M | Buy |
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|
2025
Q1 | $5.97M | Sell |
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|
2024
Q4 | $6.1M | Buy |
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|
2024
Q3 | $6M | Sell |
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|
2024
Q2 | $5.99M | Buy |
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|
2024
Q1 | $5.7M | Buy |
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|
2023
Q4 | $1.4M | Buy |
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|
2023
Q3 | $1.15M | Buy |
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|
2023
Q2 | $1.22M | Sell |
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|
2023
Q1 | $1.05M | Sell |
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|
2022
Q4 | $1.18M | Buy |
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|
2022
Q3 | $922K | Buy |
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|
2022
Q2 | $400K | Sell |
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|
2022
Q1 | $693K | Buy |
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|
2021
Q4 | $749K | Buy |
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|
2021
Q3 | $461K | Buy |
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|
2021
Q2 | $443K | Buy |
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