Progressive Investment Management’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.6M | Sell |
27,609
-287
| -1% | -$151K | 3.71% | 9 |
|
|
2025
Q1 | $14.2M | Sell |
27,896
-509
| -2% | -$259K | 3.97% | 9 |
|
|
2024
Q4 | $14.1M | Sell |
28,405
-991
| -3% | -$494K | 3.63% | 9 |
|
|
2024
Q3 | $15.2M | Sell |
29,396
-519
| -2% | -$268K | 3.9% | 9 |
|
|
2024
Q2 | $13.3M | Sell |
29,915
-488
| -2% | -$218K | 3.54% | 9 |
|
|
2024
Q1 | $12.9M | Sell |
30,403
-516
| -2% | -$220K | 3.55% | 9 |
|
|
2023
Q4 | $13.6M | Sell |
30,919
-287
| -0.9% | -$126K | 3.88% | 7 |
|
|
2023
Q3 | $11.4M | Sell |
31,206
-253
| -0.8% | -$92.4K | 3.7% | 7 |
|
|
2023
Q2 | $12.6M | Sell |
31,459
-470
| -1% | -$188K | 3.93% | 7 |
|
|
2023
Q1 | $11M | Buy |
31,929
+357
| +1% | +$123K | 3.55% | 9 |
|
|
2022
Q4 | $10.6M | Buy |
31,572
+251
| +0.8% | +$84.1K | 4.1% | 6 |
|
|
2022
Q3 | $9.56M | Buy |
31,321
+116
| +0.4% | +$35.4K | 3.93% | 6 |
|
|
2022
Q2 | $10.5M | Buy |
31,205
+457
| +1% | +$154K | 4.11% | 6 |
|
|
2022
Q1 | $12.6M | Buy |
30,748
+4,883
| +19% | +$2M | 3.97% | 7 |
|
|
2021
Q4 | $12.2M | Sell |
25,865
-236
| -0.9% | -$111K | 3.39% | 9 |
|
|
2021
Q3 | $11.1M | Buy |
26,101
+154
| +0.6% | +$65.4K | 3.29% | 11 |
|
|
2021
Q2 | $10.7M | Sell |
25,947
-187
| -0.7% | -$76.8K | 3.32% | 12 |
|
|
2021
Q1 | $9.22M | Buy |
26,134
+257
| +1% | +$90.7K | 3.25% | 13 |
|
|
2020
Q4 | $8.51M | Buy |
25,877
+118
| +0.5% | +$38.8K | 3.06% | 14 |
|
|
2020
Q3 | $9.29M | Sell |
25,759
-374
| -1% | -$135K | 3.68% | 10 |
|
|
2020
Q2 | $8.61M | Buy |
26,133
+1
| +0% | +$329 | 3.76% | 8 |
|
|
2020
Q1 | $6.4M | Buy |
26,132
+220
| +0.8% | +$53.9K | 3.56% | 10 |
|
|
2019
Q4 | $7.08M | Buy |
25,912
+144
| +0.6% | +$39.3K | 3.45% | 9 |
|
|
2019
Q3 | $6.31M | Buy |
25,768
+519
| +2% | +$127K | 3.38% | 11 |
|
|
2019
Q2 | $5.75M | Buy |
25,249
+160
| +0.6% | +$36.4K | 3.22% | 11 |
|
|
2019
Q1 | $5.28M | Buy |
25,089
+764
| +3% | +$161K | 3.07% | 16 |
|
|
2018
Q4 | $4.13M | Buy |
24,325
+426
| +2% | +$72.4K | 2.84% | 18 |
|
|
2018
Q3 | $4.67M | Buy |
23,899
+222
| +0.9% | +$43.4K | 2.79% | 16 |
|
|
2018
Q2 | $4.83M | Buy |
23,677
+232
| +1% | +$47.3K | 3.11% | 11 |
|
|
2018
Q1 | $4.48M | Buy |
23,445
+19,405
| +480% | +$3.71M | 3% | 18 |
|
|
2017
Q4 | $684K | Sell |
4,040
-297
| -7% | -$50.3K | 0.46% | 39 |
|
|
2017
Q3 | $678K | Hold |
4,337
| – | – | 0.51% | 39 |
|
|
2017
Q2 | $633K | Buy |
+4,337
| New | +$633K | 0.49% | 40 |
|
|
2017
Q1 | – | Sell |
-4,337
| Closed | -$466K | – | 54 |
|
|
2016
Q4 | $466K | Hold |
4,337
| – | – | 0.43% | 47 |
|
|
2016
Q3 | $549K | Hold |
4,337
| – | – | 0.51% | 44 |
|
|
2016
Q2 | $465K | Buy |
+4,337
| New | +$465K | 0.45% | 48 |
|