Peak Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $217K | Buy |
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|
2025
Q4 | $266K | Buy |
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|
2025
Q3 | $248K | Buy |
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|
2024
Q4 | $352K | Buy |
|
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|
2024
Q2 | $310K | Buy |
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|
2024
Q1 | $295K | Buy |
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|
2023
Q4 | $305K | Buy |
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|
2023
Q3 | $253K | Buy |
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|
2023
Q2 | $277K | Buy |
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|
2023
Q1 | $237K | Sell |
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|
2022
Q4 | $237K | Buy |
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|
2022
Q3 | $215K | Buy |
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|
2022
Q2 | $237K | Buy |
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|
2021
Q4 | $330K | Buy |
|