Navellier & Associates’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 | $752K | Hold |
1,426
| – | – | 0.09% | 166 |
|
2025
Q1 | $721K | Hold |
1,426
| – | – | 0.1% | 165 |
|
2024
Q4 | $710K | Hold |
1,426
| – | – | 0.09% | 208 |
|
2024
Q3 | $737K | Hold |
1,426
| – | – | 0.1% | 176 |
|
2024
Q2 | $636K | Hold |
1,426
| – | – | 0.07% | 208 |
|
2024
Q1 | $607K | Hold |
1,426
| – | – | 0.07% | 214 |
|
2023
Q4 | $628K | Buy |
+1,426
| New | +$628K | 0.09% | 188 |
|
2020
Q4 | – | Sell |
-7,847
| Closed | -$2.83M | – | 297 |
|
2020
Q3 | $2.83M | Sell |
7,847
-309
| -4% | -$111K | 0.62% | 54 |
|
2020
Q2 | $2.69M | Sell |
8,156
-51
| -0.6% | -$16.8K | 0.64% | 53 |
|
2020
Q1 | $2.01M | Sell |
8,207
-128
| -2% | -$31.4K | 0.47% | 56 |
|
2019
Q4 | $2.28M | Sell |
8,335
-477
| -5% | -$130K | 0.37% | 79 |
|
2019
Q3 | $2.16M | Sell |
8,812
-186
| -2% | -$45.6K | 0.36% | 74 |
|
2019
Q2 | $2.05M | Sell |
8,998
-251
| -3% | -$57.2K | 0.32% | 88 |
|
2019
Q1 | $1.95M | Sell |
9,249
-5,846
| -39% | -$1.23M | 0.3% | 88 |
|
2018
Q4 | $2.57M | Sell |
15,095
-990
| -6% | -$168K | 0.44% | 52 |
|
2018
Q3 | $3.14M | Buy |
16,085
+153
| +1% | +$29.9K | 0.41% | 72 |
|
2018
Q2 | $3.25M | Buy |
15,932
+622
| +4% | +$127K | 0.45% | 58 |
|
2018
Q1 | $2.93M | Buy |
15,310
+116
| +0.8% | +$22.2K | 0.44% | 63 |
|
2017
Q4 | $2.57M | Buy |
+15,194
| New | +$2.57M | 0.48% | 65 |
|