Mendel Capital Management’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 | $915K | Sell |
1,735
-21
| -1% | -$11.1K | 0.52% | 48 |
|
|
2025
Q1 | $892K | Buy |
1,756
+8
| +0.5% | +$4.07K | 0.54% | 49 |
|
|
2024
Q4 | $870K | Buy |
1,748
+9
| +0.5% | +$4.48K | 0.53% | 47 |
|
|
2024
Q3 | $898K | Buy |
1,739
+42
| +2% | +$21.7K | 0.55% | 46 |
|
|
2024
Q2 | $757K | Sell |
1,697
-46
| -3% | -$20.5K | 0.49% | 49 |
|
|
2024
Q1 | $742K | Buy |
1,743
+2
| +0.1% | +$851 | 0.49% | 49 |
|
|
2023
Q4 | $767K | Sell |
1,741
-21
| -1% | -$9.25K | 0.55% | 45 |
|
|
2023
Q3 | $644K | Buy |
1,762
+2
| +0.1% | +$731 | 0.53% | 44 |
|
|
2023
Q2 | $706K | Buy |
1,760
+2
| +0.1% | +$802 | 0.56% | 44 |
|
|
2023
Q1 | $606K | Buy |
1,758
+240
| +16% | +$82.8K | 0.55% | 39 |
|
|
2022
Q4 | $508K | Buy |
1,518
+387
| +34% | +$130K | 0.53% | 40 |
|
|
2022
Q3 | $345K | Buy |
1,131
+14
| +1% | +$4.27K | 0.41% | 47 |
|
|
2022
Q2 | $376K | Sell |
1,117
-28
| -2% | -$9.43K | 0.42% | 44 |
|
|
2022
Q1 | $470K | Buy |
1,145
+74
| +7% | +$30.4K | 0.44% | 42 |
|
|
2021
Q4 | $506K | Buy |
+1,071
| New | +$506K | 0.46% | 41 |
|