PIM
Plato Investment Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.39M | Buy |
10,257
+2,799
| +38% | +$1.47M | 0.41% | 49 |
|
|
2025
Q1 | $3.83M | Buy |
7,458
+72
| +1% | +$37K | 0.32% | 79 |
|
|
2024
Q4 | $3.69M | Buy |
7,386
+1,347
| +22% | +$673K | 0.27% | 88 |
|
|
2024
Q3 | $3.12M | Buy |
6,039
+633
| +12% | +$327K | 0.25% | 98 |
|
|
2024
Q2 | $2.41M | Buy |
5,406
+1,137
| +27% | +$507K | 0.22% | 105 |
|
|
2024
Q1 | $1.82M | Buy |
4,269
+4,184
| +4,922% | +$1.78M | 0.19% | 132 |
|
|
2023
Q4 | $37.4K | Buy |
+85
| New | +$37.4K | 0.05% | 261 |
|