McDonald Partners’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 | $261K | Sell |
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|
2025
Q2 | $1.18M | Buy |
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|
2025
Q1 | $1.12M | Buy |
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|
2024
Q4 | $1.03M | Buy |
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|
2024
Q3 | $1.04M | Buy |
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|
2024
Q2 | $900K | Buy |
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|
2024
Q1 | $831K | Buy |
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|
2023
Q4 | $855K | Buy |
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|
2023
Q3 | $706K | Buy |
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|
2023
Q2 | $762K | Buy |
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|
2023
Q1 | $651K | Buy |
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|
2022
Q4 | $623K | Buy |
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|
2022
Q3 | $450K | Buy |
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|
2022
Q2 | $447K | Buy |
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|
2022
Q1 | $464K | Buy |
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|
2021
Q4 | $22.2K | Sell |
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|
2021
Q3 | $264K | Buy |
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|
2021
Q2 | $239K | Buy |
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|
2021
Q1 | $203K | Buy |
|