Mount Capital’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 | $5.92M | Sell |
11,220
-330
| -3% | -$174K | 1.91% | 13 |
|
|
2025
Q1 | $5.87M | Hold |
11,550
| – | – | 1.89% | 13 |
|
|
2024
Q4 | $5.75M | Hold |
11,550
| – | – | 2.04% | 12 |
|
|
2024
Q3 | $5.92M | Hold |
11,550
| – | – | 2.07% | 13 |
|
|
2024
Q2 | $5.15M | Hold |
11,550
| – | – | 2.06% | 13 |
|
|
2024
Q1 | $4.91M | Hold |
11,550
| – | – | 2.07% | 11 |
|
|
2023
Q4 | $5.09M | Hold |
11,550
| – | – | 2.2% | 11 |
|
|
2023
Q3 | $4.22M | Hold |
11,550
| – | – | 1.81% | 12 |
|
|
2023
Q2 | $4.63M | Hold |
11,550
| – | – | 1.8% | 13 |
|
|
2023
Q1 | $3.98M | Hold |
11,550
| – | – | 1.57% | 11 |
|
|
2022
Q4 | $3.87M | Hold |
11,550
| – | – | 1.5% | 13 |
|
|
2022
Q3 | $3.53M | Sell |
11,550
-6,166
| -35% | -$1.88M | 1.5% | 11 |
|
|
2022
Q2 | $5.97M | Sell |
17,716
-670
| -4% | -$226K | 2.1% | 10 |
|
|
2022
Q1 | $7.54M | Buy |
18,386
+408
| +2% | +$167K | 2.19% | 8 |
|
|
2021
Q4 | $8.48M | Buy |
+17,978
| New | +$8.48M | 2.35% | 9 |
|