Middleton & 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
$10.2M Sell
2025
Q2
$11.4M Sell
2025
Q1
$11.5M Sell
2024
Q4
$11.5M Buy
2024
Q3
$11.9M Sell
2024
Q2
$10.4M Sell
2024
Q1
$10.2M Sell
2023
Q4
$10.9M Sell
2023
Q3
$9.31M Sell
2023
Q2
$10.4M Sell
2023
Q1
$8.94M Sell
2022
Q4
$8.83M Sell
2022
Q3
$8.39M Sell
2022
Q2
$10.8M Buy
2022
Q1
$13.1M Buy