Moseley Investment Management’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 | $830K | Buy |
1,574
+2
| +0.1% | +$1.05K | 0.29% | 72 |
|
|
2025
Q1 | $799K | Hold |
1,572
| – | – | 0.31% | 71 |
|
|
2024
Q4 | $783K | Hold |
1,572
| – | – | 0.31% | 69 |
|
|
2024
Q3 | $812K | Buy |
1,572
+2
| +0.1% | +$1.03K | 0.32% | 67 |
|
|
2024
Q2 | $700K | Hold |
1,570
| – | – | 0.33% | 69 |
|
|
2024
Q1 | $668K | Hold |
1,570
| – | – | 0.33% | 71 |
|
|
2023
Q4 | $691K | Hold |
1,570
| – | – | 0.38% | 61 |
|
|
2023
Q3 | $574K | Hold |
1,570
| – | – | 0.34% | 70 |
|
|
2023
Q2 | $629K | Hold |
1,570
| – | – | 0.37% | 67 |
|
|
2023
Q1 | $541K | Hold |
1,570
| – | – | 0.35% | 70 |
|
|
2022
Q4 | $526K | Hold |
1,570
| – | – | 0.38% | 68 |
|
|
2022
Q3 | $479K | Hold |
1,570
| – | – | 0.35% | 69 |
|
|
2022
Q2 | $529K | Hold |
1,570
| – | – | 0.37% | 72 |
|
|
2022
Q1 | $644K | Hold |
1,570
| – | – | 0.35% | 79 |
|
|
2021
Q4 | $741K | Hold |
1,570
| – | – | 0.34% | 79 |
|
|
2021
Q3 | $672K | Hold |
1,570
| – | – | 0.34% | 81 |
|
|
2021
Q2 | $644K | Hold |
1,570
| – | – | 0.32% | 79 |
|
|
2021
Q1 | $554K | Buy |
+1,570
| New | +$554K | 0.31% | 87 |
|