MV Capital 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
$96.5K Sell
183
-9
-5% -$4.75K 0.01% 244
2025
Q1
$97.6K Buy
192
+1
+0.5% +$508 0.01% 240
2024
Q4
$95.1K Buy
191
+1
+0.5% +$498 0.01% 232
2024
Q3
$98.2K Hold
190
0.01% 238
2024
Q2
$84.7K Buy
190
+9
+5% +$4.01K 0.01% 250
2024
Q1
$77K Buy
181
+8
+5% +$3.4K 0.01% 256
2023
Q4
$76.2K Buy
173
+10
+6% +$4.41K 0.01% 252
2023
Q3
$59.6K Buy
163
+7
+4% +$2.56K 0.01% 272
2023
Q2
$62.5K Buy
156
+29
+23% +$11.6K 0.01% 268
2023
Q1
$43.8K Buy
127
+38
+43% +$13.1K 0.01% 294
2022
Q4
$29.8K Sell
89
-46
-34% -$15.4K ﹤0.01% 286
2022
Q3
$41K Buy
135
+39
+41% +$11.8K 0.01% 241
2022
Q2
$32K Sell
96
-72
-43% -$24K 0.01% 266
2022
Q1
$69K Buy
168
+87
+107% +$35.7K 0.01% 196
2021
Q4
$38K Buy
81
+13
+19% +$6.1K 0.01% 244
2021
Q3
$29K Buy
68
+27
+66% +$11.5K ﹤0.01% 263
2021
Q2
$17K Buy
41
+35
+583% +$14.5K ﹤0.01% 298
2021
Q1
$2K Buy
+6
New +$2K ﹤0.01% 313