Mill Creek Capital Advisors’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
$364K Buy
2025
Q2
$389K Sell
2025
Q1
$377K Sell
2024
Q4
$373K Sell
2024
Q3
$395K Sell
2024
Q2
$432K Buy
2024
Q1
$322K Sell
2023
Q4
$335K Sell
2023
Q3
$305K Sell
2023
Q2
$424K Sell
2023
Q1
$446K Buy
2022
Q4
$292K Buy