P.J. Schmidt Investment Management (PJS)’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
Q4 | $714K | Sell |
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|
2025
Q3 | $892K | Sell |
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|
2025
Q2 | $1.07M | Sell |
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|
2025
Q1 | $1.04M | Sell |
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|
2024
Q4 | $1.03M | Sell |
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|
2024
Q3 | $1.09M | Sell |
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|
2024
Q2 | $970K | Sell |
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|
2024
Q1 | $963K | Sell |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $814K | Buy |
|
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|
2023
Q2 | $971K | Sell |
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|
2023
Q1 | $851K | Sell |
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|
2022
Q4 | $879K | Sell |
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|
2022
Q3 | $806K | Sell |
|
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|
2022
Q2 | $1.02M | Sell |
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|
2022
Q1 | $1.09M | Buy |
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|
2021
Q4 | $1.06M | Buy |
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|
2021
Q3 | $1.17M | Sell |
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|
2021
Q2 | $1.05M | Buy |
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|
2021
Q1 | $985K | Buy |
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|
2020
Q4 | $637K | Buy |
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|
2020
Q3 | $311K | Buy |
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|
2020
Q2 | $291K | Buy |
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|
2020
Q1 | $205K | Buy |
|