MIM
Martin Investment Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12,417
| Closed | -$4.98M | – | 50 |
|
|
2023
Q2 | $4.98M | Sell |
12,417
-6,725
| -35% | -$2.7M | 1.4% | 30 |
|
|
2023
Q1 | $6.6M | Sell |
19,142
-580
| -3% | -$200K | 1.9% | 22 |
|
|
2022
Q4 | $6.61M | Sell |
19,722
-1,243
| -6% | -$416K | 2.07% | 23 |
|
|
2022
Q3 | $6.4M | Sell |
20,965
-53
| -0.3% | -$16.2K | 2.24% | 19 |
|
|
2022
Q2 | $7.08M | Buy |
21,018
+43
| +0.2% | +$14.5K | 2% | 21 |
|
|
2022
Q1 | $8.6M | Buy |
20,975
+3,729
| +22% | +$1.53M | 2.18% | 18 |
|
|
2021
Q4 | $8.14M | Buy |
17,246
+600
| +4% | +$283K | 2.02% | 19 |
|
|
2021
Q3 | $7.07M | Buy |
16,646
+219
| +1% | +$93.1K | 1.78% | 25 |
|
|
2021
Q2 | $6.74M | Buy |
16,427
+945
| +6% | +$388K | 1.74% | 25 |
|
|
2021
Q1 | $5.46M | Buy |
15,482
+633
| +4% | +$223K | 1.54% | 27 |
|
|
2020
Q4 | $4.88M | Buy |
+14,849
| New | +$4.88M | 1.56% | 27 |
|