Morningstar Investment Services’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
2024
Q4
Sell
2024
Q3
$688K Buy
2024
Q2
$493K Buy
2024
Q1
$323K Sell
2023
Q4
$977K Buy
2023
Q3
$360K Buy
2023
Q2
$358K Buy
2023
Q1
$222K Buy
2022
Q3
Sell
2022
Q2
$584K Buy
2022
Q1
$296K Buy