PCMC
Paragon Capital Management (Colorado)’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Hold |
532
| – | – | 0.05% | 114 |
|
|
2025
Q1 | $270K | Buy |
+532
| New | +$270K | 0.06% | 147 |
|
|
2022
Q1 | – | Sell |
-95
| Closed | -$45K | – | 469 |
|
|
2021
Q4 | $45K | Buy |
+95
| New | +$45K | 0.01% | 351 |
|
|
2017
Q3 | – | Sell |
-2,557
| Closed | -$373K | – | 217 |
|
|
2017
Q2 | $373K | Sell |
2,557
-1,573
| -38% | -$229K | 0.17% | 57 |
|
|
2017
Q1 | $540K | Buy |
+4,130
| New | +$540K | 0.24% | 51 |
|