McDaniel Terry & Co’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 | $251K | Hold |
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|
2025
Q2 | $272K | Hold |
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|
2025
Q1 | $262K | Hold |
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|
2024
Q4 | $256K | Hold |
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|
2024
Q3 | $266K | Hold |
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|
2024
Q2 | $230K | Sell |
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|
2024
Q1 | $251K | Buy |
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|
2023
Q4 | $227K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $206K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $352K | Buy |
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|
2022
Q3 | $293K | Hold |
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|
2022
Q2 | $324K | Buy |
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|
2022
Q1 | $214K | Sell |
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|
2021
Q4 | $322K | Buy |
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|
2021
Q3 | $221K | Hold |
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|
2021
Q2 | $214K | Buy |
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