PJSIMP
P.J. Schmidt Investment Management (PJS)’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
2,030
-14
| -0.7% | -$7.38K | 0.19% | 77 |
|
|
2025
Q1 | $1.04M | Sell |
2,044
-26
| -1% | -$13.2K | 0.19% | 71 |
|
|
2024
Q4 | $1.03M | Sell |
2,070
-50
| -2% | -$24.9K | 0.18% | 69 |
|
|
2024
Q3 | $1.09M | Sell |
2,120
-55
| -3% | -$28.4K | 0.19% | 69 |
|
|
2024
Q2 | $970K | Sell |
2,175
-89
| -4% | -$39.7K | 0.18% | 68 |
|
|
2024
Q1 | $963K | Sell |
2,264
-65
| -3% | -$27.6K | 0.18% | 74 |
|
|
2023
Q4 | $1.04M | Buy |
2,329
+53
| +2% | +$23.7K | 0.21% | 72 |
|
|
2023
Q3 | $814K | Buy |
2,276
+4
| +0.2% | +$1.43K | 0.17% | 79 |
|
|
2023
Q2 | $971K | Sell |
2,272
-122
| -5% | -$52.2K | 0.19% | 75 |
|
|
2023
Q1 | $851K | Sell |
2,394
-230
| -9% | -$81.8K | 0.18% | 80 |
|
|
2022
Q4 | $879K | Sell |
2,624
-100
| -4% | -$33.5K | 0.2% | 77 |
|
|
2022
Q3 | $806K | Sell |
2,724
-20
| -0.7% | -$5.92K | 0.19% | 80 |
|
|
2022
Q2 | $1.02M | Sell |
2,744
-161
| -6% | -$60K | 0.22% | 75 |
|
|
2022
Q1 | $1.09M | Buy |
2,905
+340
| +13% | +$128K | 0.24% | 73 |
|
|
2021
Q4 | $1.07M | Buy |
2,565
+54
| +2% | +$22.4K | 0.21% | 81 |
|
|
2021
Q3 | $1.17M | Sell |
2,511
-5
| -0.2% | -$2.32K | 0.23% | 74 |
|
|
2021
Q2 | $1.05M | Buy |
2,516
+7
| +0.3% | +$2.93K | 0.21% | 81 |
|
|
2021
Q1 | $985K | Buy |
2,509
+498
| +25% | +$196K | 0.21% | 86 |
|
|
2020
Q4 | $637K | Buy |
2,011
+1,071
| +114% | +$339K | 0.14% | 101 |
|
|
2020
Q3 | $311K | Buy |
940
+58
| +7% | +$19.2K | 0.08% | 122 |
|
|
2020
Q2 | $291K | Buy |
882
+44
| +5% | +$14.5K | 0.09% | 103 |
|
|
2020
Q1 | $205K | Buy |
+838
| New | +$205K | 0.07% | 115 |
|