OM
OV Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
1,933
-2,938
| -60% | -$1.55M | 0.85% | 24 |
|
|
2025
Q1 | $2.47M | Buy |
4,871
+500
| +11% | +$254K | 1.16% | 29 |
|
|
2024
Q4 | $2.18M | Buy |
4,371
+319
| +8% | +$159K | 1.01% | 24 |
|
|
2024
Q3 | $2.09M | Buy |
4,052
+5
| +0.1% | +$2.58K | 1.39% | 21 |
|
|
2024
Q2 | $1.8M | Buy |
4,047
+47
| +1% | +$21K | 1.26% | 23 |
|
|
2024
Q1 | $1.7M | Hold |
4,000
| – | – | 1.23% | 27 |
|
|
2023
Q4 | $1.76M | Buy |
+4,000
| New | +$1.76M | 1.45% | 18 |
|