Mutual Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $462K | Sell |
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|
2025
Q4 | $617K | Sell |
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|
2025
Q3 | $668K | Sell |
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|
2025
Q2 | $868K | Sell |
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|
2025
Q1 | $796K | Buy |
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|
2024
Q4 | $753K | Sell |
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|
2024
Q3 | $792K | Buy |
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|
2024
Q2 | $715K | Sell |
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|
2024
Q1 | $626K | Buy |
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|
2023
Q4 | $615K | Buy |
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|
2023
Q3 | $488K | Sell |
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|
2023
Q2 | $536K | Buy |
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|
2023
Q1 | $458K | Buy |
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|
2022
Q4 | $380K | Buy |
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|
2022
Q3 | $331K | Buy |
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|
2022
Q2 | $224K | Sell |
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|
2022
Q1 | $322K | Buy |
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|
2021
Q4 | $295K | Buy |
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|
2021
Q3 | $252K | Buy |
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|
2021
Q2 | $243K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $230K | Buy |
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|
2020
Q2 | $210K | Buy |
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