Montag & Associates’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 | $1.87M | Buy |
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|
2025
Q2 | $1.85M | Sell |
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|
2025
Q1 | $2.03M | Sell |
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|
2024
Q4 | $2.06M | Sell |
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|
2024
Q3 | $2.32M | Buy |
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|
2024
Q2 | $1.98M | Sell |
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|
2024
Q1 | $1.97M | Sell |
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|
2023
Q4 | $2.39M | Buy |
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|
2023
Q3 | $1.9M | Sell |
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|
2023
Q2 | $2.7M | Sell |
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|
2023
Q1 | $2.44M | Sell |
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|
2022
Q4 | $2.55M | Sell |
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|
2022
Q3 | $2.76M | Sell |
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|
2022
Q2 | $5.19M | Buy |
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|
2022
Q1 | $6.28M | Buy |
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|
2021
Q4 | $6.57M | Sell |
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|
2021
Q3 | $6.18M | Buy |
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|
2021
Q2 | $5.85M | Buy |
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|
2021
Q1 | $4.82M | Buy |
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|
2020
Q4 | $1.8M | Buy |
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|
2020
Q3 | $361K | Hold |
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|
2020
Q2 | $329K | Hold |
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|
2020
Q1 | $245K | Hold |
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|
2019
Q4 | $273K | Hold |
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|
2019
Q3 | $245K | Hold |
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|
2019
Q2 | $228K | Hold |
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|
2019
Q1 | $211K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $204K | Buy |
|