Marietta Investment Partners’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 | $301K | Hold |
570
| – | – | 0.07% | 138 |
|
|
2025
Q1 | $290K | Buy |
570
+46
| +9% | +$23.4K | 0.07% | 140 |
|
|
2024
Q4 | $261K | Sell |
524
-411
| -44% | -$205K | 0.06% | 144 |
|
|
2024
Q3 | $483K | Hold |
935
| – | – | 0.1% | 121 |
|
|
2024
Q2 | $417K | Hold |
935
| – | – | 0.09% | 122 |
|
|
2024
Q1 | $398K | Buy |
935
+57
| +6% | +$24.3K | 0.09% | 128 |
|
|
2023
Q4 | $387K | Buy |
878
+258
| +42% | +$114K | 0.1% | 121 |
|
|
2023
Q3 | $227K | Hold |
620
| – | – | 0.06% | 152 |
|
|
2023
Q2 | $249K | Buy |
+620
| New | +$249K | 0.06% | 147 |
|
|
2022
Q1 | – | Sell |
-466
| Closed | -$220K | – | 190 |
|
|
2021
Q4 | $220K | Buy |
+466
| New | +$220K | 0.05% | 179 |
|