MAM
Mirabaud Asset Management’s S&P Global SPGI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.64M | Buy |
14,764
+2,048
| +16% | +$1.06M | 3.56% | 12 |
|
2025
Q1 | $6.39M | Buy |
12,716
+3,296
| +35% | +$1.66M | 3.34% | 12 |
|
2024
Q4 | $4.69M | Hold |
9,420
| – | – | 2.18% | 19 |
|
2024
Q3 | $4.83M | Buy |
9,420
+863
| +10% | +$442K | 1.99% | 22 |
|
2024
Q2 | $3.82M | Sell |
8,557
-354
| -4% | -$158K | 1.76% | 23 |
|
2024
Q1 | $3.79M | Sell |
8,911
-3,213
| -27% | -$1.37M | 1.53% | 24 |
|
2023
Q4 | $5.34M | Buy |
+12,124
| New | +$5.34M | 2.29% | 20 |
|