Prudent Man 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
$1.04M Sell
2025
Q1
$1.01M Buy
2024
Q4
$969K Buy
2024
Q3
$998K Buy
2024
Q2
$716K Buy
2024
Q1
$659K Sell
2023
Q4
$779K Sell
2023
Q3
$687K Buy
2023
Q2
Sell
2023
Q1
$667K Hold
2022
Q4
$648K Buy