Obermeyer Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $732K | Sell |
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|
2025
Q2 | $1.99M | Buy |
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|
2025
Q1 | $1.88M | Buy |
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|
2024
Q4 | $1.83M | Buy |
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|
2024
Q3 | $756K | Hold |
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|
2024
Q2 | $652K | Buy |
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|
2024
Q1 | $426K | Buy |
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|
2023
Q4 | $435K | Buy |
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|
2023
Q3 | $326K | Hold |
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|
2023
Q2 | $357K | Hold |
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|
2023
Q1 | $307K | Sell |
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|
2022
Q4 | $315K | Sell |
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|
2022
Q3 | $297K | Buy |
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|
2022
Q2 | $315K | Hold |
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|
2022
Q1 | $383K | Buy |
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