MMBG Investment Advisors’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 | $2.41M | Hold |
4,575
| – | – | 0.24% | 56 |
|
|
2025
Q1 | $2.32M | Hold |
4,575
| – | – | 0.26% | 56 |
|
|
2024
Q4 | $2.28M | Hold |
4,575
| – | – | 0.24% | 54 |
|
|
2024
Q3 | $2.36M | Hold |
4,575
| – | – | 0.25% | 59 |
|
|
2024
Q2 | $2.04M | Hold |
4,575
| – | – | 0.22% | 58 |
|
|
2024
Q1 | $1.95M | Sell |
4,575
-385
| -8% | -$164K | 0.21% | 66 |
|
|
2023
Q4 | $2.18M | Sell |
4,960
-50
| -1% | -$22K | 0.26% | 59 |
|
|
2023
Q3 | $1.83M | Hold |
5,010
| – | – | 0.23% | 64 |
|
|
2023
Q2 | $1.96M | Sell |
5,010
-260
| -5% | -$102K | 0.24% | 64 |
|
|
2023
Q1 | $1.82M | Hold |
5,270
| – | – | 0.23% | 64 |
|
|
2022
Q4 | $1.77M | Sell |
5,270
-70
| -1% | -$23.4K | 0.23% | 66 |
|
|
2022
Q3 | $1.63M | Hold |
5,340
| – | – | 0.22% | 67 |
|
|
2022
Q2 | $1.8M | Hold |
5,340
| – | – | 0.22% | 67 |
|
|
2022
Q1 | $2.19M | Hold |
5,340
| – | – | 0.23% | 61 |
|
|
2021
Q4 | $2.52M | Buy |
+5,340
| New | +$2.52M | 0.24% | 60 |
|