Mather Group’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
$2.42M Buy
2025
Q2
$2.62M Buy
2025
Q1
$2.43M Sell
2024
Q4
$2.38M Sell
2024
Q3
$2.68M Sell
2024
Q2
$2.38M Buy
2024
Q1
$2.45M Sell
2023
Q4
$2.47M Sell
2023
Q3
$2.08M Buy
2023
Q2
$1.88M Buy
2023
Q1
$1.55M Sell
2022
Q4
$2.31M Buy
2022
Q3
$2.06M Buy
2022
Q2
$1.86M Buy
2022
Q1
$1.2M Buy