Pictet North America Advisors’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
Q2
$14.1M Sell
2025
Q1
$14.4M Buy
2024
Q4
$13.6M Sell
2024
Q3
$14.8M Buy
2024
Q2
$12.7M Buy
2024
Q1
$11.7M Buy
2023
Q4
$10.6M Buy
2023
Q3
$8.39M Buy
2023
Q2
$5.21M Buy
2023
Q1
$4.41M Buy
2022
Q4
$1.7M Buy
2019
Q1
Sell
2018
Q4
$595K Sell
2018
Q3
$698K Buy