NovaPoint Capital’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 | $4.92M | Buy |
11,566
+473
| +4% | +$220K | 1.23% | 34 |
|
|
2025
Q4 | $5.8M | Buy |
11,093
+327
| +3% | +$162K | 1.49% | 27 |
|
|
2025
Q3 | $5.24M | Buy |
10,766
+698
| +7% | +$374K | 1.28% | 27 |
|
|
2025
Q2 | $5.31M | Buy |
10,068
+406
| +4% | +$203K | 1.63% | 22 |
|
|
2025
Q1 | $4.91M | Buy |
9,662
+169
| +2% | +$86.4K | 1.51% | 18 |
|
|
2024
Q4 | $4.73M | Buy |
9,493
+196
| +2% | +$99.4K | 1.44% | 22 |
|
|
2024
Q3 | $4.8M | Buy |
9,297
+119
| +1% | +$58.9K | 1.49% | 19 |
|
|
2024
Q2 | $4.09M | Buy |
9,178
+286
| +3% | +$123K | 1.39% | 21 |
|
|
2024
Q1 | $3.78M | Sell |
8,892
-922
| -9% | -$400K | 1.33% | 25 |
|
|
2023
Q4 | $4.32M | Sell |
9,814
-504
| -5% | -$199K | 1.61% | 13 |
|
|
2023
Q3 | $3.77M | Buy |
10,318
+372
| +4% | +$146K | 1.5% | 18 |
|
|
2023
Q2 | $3.99M | Sell |
9,946
-52
| -0.5% | -$19K | 1.49% | 15 |
|
|
2023
Q1 | $3.45M | Buy |
9,998
+289
| +3% | +$102K | 1.41% | 24 |
|
|
2022
Q4 | $3.25M | Buy |
9,709
+482
| +5% | +$159K | 1.42% | 26 |
|
|
2022
Q3 | $2.82M | Sell |
9,227
-230
| -2% | -$82.3K | 1.28% | 28 |
|
|
2022
Q2 | $3.19M | Buy |
9,457
+68
| +0.7% | +$24.2K | 1.39% | 25 |
|
|
2022
Q1 | $3.85M | Buy |
9,389
+328
| +4% | +$134K | 1.4% | 20 |
|
|
2021
Q4 | $4.28M | Buy |
9,061
+525
| +6% | +$240K | 1.53% | 17 |
|
|
2021
Q3 | $3.63M | Buy |
8,536
+19
| +0.2% | +$8.23K | 1.46% | 20 |
|
|
2021
Q2 | $3.5M | Buy |
8,517
+157
| +2% | +$60.3K | 1.45% | 23 |
|
|
2021
Q1 | $2.95M | Buy |
8,360
+84
| +1% | +$28K | 1.38% | 24 |
|
|
2020
Q4 | $2.72M | Buy |
8,276
+1,395
| +20% | +$471K | 1.42% | 22 |
|
|
2020
Q3 | $2.48M | Sell |
6,881
-199
| -3% | -$70.2K | 1.61% | 13 |
|
|
2020
Q2 | $2.33M | Buy |
7,080
+101
| +1% | +$30.4K | 1.74% | 11 |
|
|
2020
Q1 | $1.71M | Sell |
6,979
-195
| -3% | -$53.5K | 1.56% | 15 |
|
|
2019
Q4 | $1.96M | Buy |
+7,174
| New | +$1.86M | 1.54% | 17 |
|
Other funds holding SPGI
VCM
VPM
