Osterweis 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
Q3 | $175K | Hold |
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|
2025
Q2 | $190K | Hold |
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|
2025
Q1 | $183K | Hold |
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|
2024
Q4 | $179K | Hold |
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|
2024
Q3 | $186K | Hold |
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|
2024
Q2 | $161K | Sell |
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|
2024
Q1 | $158K | Buy |
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|
2023
Q4 | $152K | Buy |
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|
2023
Q3 | $122K | Hold |
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|
2023
Q2 | $134K | Hold |
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|
2023
Q1 | $115K | Buy |
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|
2022
Q4 | $25.8K | Sell |
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|
2022
Q3 | $27K | Buy |
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