McDonald 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 | $1.18M | Buy |
2,218
+49
| +2% | +$26.2K | 0.28% | 100 |
|
|
2025
Q1 | $1.12M | Buy |
2,169
+99
| +5% | +$50.9K | 0.29% | 101 |
|
|
2024
Q4 | $1.03M | Buy |
2,070
+52
| +3% | +$25.9K | 0.26% | 105 |
|
|
2024
Q3 | $1.04M | Buy |
2,018
+1
| +0% | +$517 | 0.26% | 107 |
|
|
2024
Q2 | $900K | Buy |
2,017
+65
| +3% | +$29K | 0.24% | 110 |
|
|
2024
Q1 | $831K | Buy |
1,952
+12
| +0.6% | +$5.11K | 0.23% | 120 |
|
|
2023
Q4 | $855K | Buy |
1,940
+9
| +0.5% | +$3.97K | 0.25% | 108 |
|
|
2023
Q3 | $706K | Buy |
1,931
+31
| +2% | +$11.3K | 0.23% | 119 |
|
|
2023
Q2 | $762K | Buy |
1,900
+12
| +0.6% | +$4.81K | 0.23% | 117 |
|
|
2023
Q1 | $651K | Buy |
1,888
+27
| +1% | +$9.31K | 0.21% | 131 |
|
|
2022
Q4 | $623K | Buy |
1,861
+386
| +26% | +$129K | 0.21% | 131 |
|
|
2022
Q3 | $450K | Buy |
1,475
+149
| +11% | +$45.5K | 0.17% | 147 |
|
|
2022
Q2 | $447K | Buy |
1,326
+195
| +17% | +$65.7K | 0.11% | 189 |
|
|
2022
Q1 | $464K | Buy |
1,131
+1,084
| +2,306% | +$445K | 0.1% | 208 |
|
|
2021
Q4 | $22.2K | Sell |
47
-575
| -92% | -$271K | 0.02% | 141 |
|
|
2021
Q3 | $264K | Buy |
622
+39
| +7% | +$16.6K | 0.06% | 260 |
|
|
2021
Q2 | $239K | Buy |
583
+8
| +1% | +$3.28K | 0.06% | 275 |
|
|
2021
Q1 | $203K | Buy |
+575
| New | +$203K | 0.05% | 277 |
|