NCM
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Nelson Capital Management’s S&P Global SPGI Stock Holding History

Nelson Capital Management’s Portfolio SPGI Stock Details SPGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.19M Buy
9,839
+127
+1% +$67K 0.69% 29
2025
Q1 		$4.93M Buy
9,712
+83
+0.9% +$42.2K 0.85% 30
2024
Q4 		$4.8M Buy
9,629
+426
+5% +$212K 0.79% 28
2024
Q3 		$4.75M Buy
+9,203
New +$4.75M 0.8% 31