Patten & Patten’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 | $279K | Hold |
|
|||||
|
2025
Q2 | $302K | Sell |
|
|||||
|
2025
Q1 | $305K | Buy |
|
|||||
|
2024
Q4 | $279K | Sell |
|
|||||
|
2024
Q3 | $353K | Hold |
|
|||||
|
2024
Q2 | $305K | Sell |
|
|||||
|
2024
Q1 | $312K | Buy |
|
|||||
|
2023
Q4 | $319K | Sell |
|
|||||
|
2023
Q3 | $319K | Hold |
|
|||||
|
2023
Q2 | $350K | Sell |
|
|||||
|
2023
Q1 | $353K | Hold |
|
|||||
|
2022
Q4 | $343K | Hold |
|
|||||
|
2022
Q3 | $313K | Hold |
|
|||||
|
2022
Q2 | $345K | Sell |
|
|||||
|
2022
Q1 | $502K | Buy |
|
|||||
|
2021
Q4 | $577K | Hold |
|
|||||
|
2021
Q3 | $519K | Buy |
|
|||||
|
2021
Q2 | $500K | Sell |
|
|||||
|
2021
Q1 | $818K | Hold |
|
|||||
|
2020
Q4 | $762K | Buy |
|
|||||
|
2020
Q3 | $439K | Buy |
|