Mendel Capital Management’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
$845K Buy
2025
Q2
$915K Sell
2025
Q1
$892K Buy
2024
Q4
$870K Buy
2024
Q3
$898K Buy
2024
Q2
$757K Sell
2024
Q1
$742K Buy
2023
Q4
$767K Sell
2023
Q3
$644K Buy
2023
Q2
$706K Buy
2023
Q1
$606K Buy
2022
Q4
$508K Buy
2022
Q3
$345K Buy
2022
Q2
$376K Sell
2022
Q1
$470K Buy
2021
Q4
$506K Buy