PDS Planning’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 | $949K | Buy |
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|
2025
Q2 | $1.01M | Buy |
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|
2025
Q1 | $937K | Buy |
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|
2024
Q4 | $845K | Buy |
|
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|
2024
Q3 | $868K | Buy |
|
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|
2024
Q2 | $719K | Sell |
|
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|
2024
Q1 | $717K | Buy |
|
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|
2023
Q4 | $707K | Buy |
|
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|
2023
Q3 | $580K | Buy |
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|
2023
Q2 | $634K | Buy |
|
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|
2023
Q1 | $409K | Buy |
|
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|
2022
Q4 | $229K | Sell |
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|
2022
Q3 | $216K | Sell |
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|
2022
Q2 | $303K | Buy |
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|
2022
Q1 | $280K | Buy |
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|
2021
Q4 | $203K | Buy |
|