Operose Advisors’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 | $119K | Sell |
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|
2025
Q2 | $135K | Sell |
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|
2025
Q1 | $137K | Buy |
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|
2024
Q4 | $129K | Sell |
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|
2024
Q3 | $232K | Buy |
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|
2024
Q2 | $150K | Hold |
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|
2024
Q1 | $143K | Sell |
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|
2023
Q4 | $190K | Buy |
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|
2023
Q3 | $141K | Buy |
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|
2023
Q2 | $98.2K | Hold |
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|
2023
Q1 | $84.5K | Hold |
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|
2022
Q4 | $82.1K | Hold |
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|
2022
Q3 | $75K | Hold |
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|
2022
Q2 | $83K | Hold |
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|
2022
Q1 | $100K | Hold |
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|
2021
Q4 | $116K | Buy |
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