Osborne Partners Capital Management’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
Q2 | – | Sell |
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|
2025
Q1 | $281K | Sell |
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|
2024
Q4 | $361K | Hold |
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|
2024
Q3 | $375K | Hold |
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|
2024
Q2 | $323K | Hold |
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|
2024
Q1 | $308K | Hold |
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|
2023
Q4 | $319K | Hold |
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|
2023
Q3 | $265K | Hold |
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|
2023
Q2 | $291K | Sell |
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|
2023
Q1 | $267K | Buy |
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|
2022
Q4 | $243K | Sell |
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|
2022
Q3 | $225K | Sell |
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|
2022
Q2 | $270K | Sell |
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|
2022
Q1 | $663K | Sell |
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|
2021
Q4 | $884K | Buy |
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|
2021
Q3 | $673K | Hold |
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|
2021
Q2 | $651K | Hold |
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|
2021
Q1 | $559K | Sell |
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|
2020
Q4 | $845K | Buy |
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|
2020
Q3 | $642K | Hold |
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|
2020
Q2 | $586K | Hold |
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|
2020
Q1 | $436K | Hold |
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|
2019
Q4 | $486K | Sell |
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|
2019
Q3 | $461K | Hold |
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|
2019
Q2 | $428K | Hold |
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|
2019
Q1 | $396K | Sell |
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|
2018
Q4 | $552K | Hold |
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|
2018
Q3 | $635K | Hold |
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|
2018
Q2 | $663K | Hold |
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|
2018
Q1 | $621K | Hold |
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|
2017
Q4 | $551K | Hold |
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|
2017
Q3 | $508K | Hold |
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|
2017
Q2 | $474K | Hold |
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|
2017
Q1 | $425K | Hold |
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|
2016
Q4 | $350K | Sell |
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|
2016
Q3 | $522K | Hold |
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|
2016
Q2 | $442K | Buy |
|