Marco Investment Management’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Hold |
500
| – | – | 0.02% | 185 |
|
|
2025
Q1 | $254K | Hold |
500
| – | – | 0.02% | 181 |
|
|
2024
Q4 | $249K | Sell |
500
-88
| -15% | -$43.8K | 0.02% | 188 |
|
|
2024
Q3 | $304K | Hold |
588
| – | – | 0.03% | 171 |
|
|
2024
Q2 | $262K | Hold |
588
| – | – | 0.02% | 178 |
|
|
2024
Q1 | $250K | Buy |
588
+88
| +18% | +$37.4K | 0.02% | 191 |
|
|
2023
Q4 | $220K | Buy |
+500
| New | +$220K | 0.02% | 196 |
|
|
2023
Q3 | – | Sell |
-500
| Closed | -$200K | – | 205 |
|
|
2023
Q2 | $200K | Buy |
+500
| New | +$200K | 0.02% | 201 |
|
|
2022
Q2 | – | Sell |
-500
| Closed | -$205K | – | 214 |
|
|
2022
Q1 | $205K | Hold |
500
| – | – | 0.02% | 203 |
|
|
2021
Q4 | $236K | Hold |
500
| – | – | 0.02% | 198 |
|
|
2021
Q3 | $212K | Hold |
500
| – | – | 0.02% | 202 |
|
|
2021
Q2 | $205K | Buy |
+500
| New | +$205K | 0.02% | 202 |
|