PMA
Prudent Man Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
1,966
-28
| -1% | -$14.8K | 0.33% | 72 |
|
|
2025
Q1 | $1.01M | Buy |
1,994
+49
| +3% | +$24.9K | 0.37% | 61 |
|
|
2024
Q4 | $969K | Buy |
1,945
+13
| +0.7% | +$6.47K | 0.35% | 67 |
|
|
2024
Q3 | $998K | Buy |
1,932
+327
| +20% | +$169K | 0.33% | 70 |
|
|
2024
Q2 | $716K | Buy |
1,605
+56
| +4% | +$25K | 0.25% | 96 |
|
|
2024
Q1 | $659K | Sell |
1,549
-220
| -12% | -$93.6K | 0.25% | 97 |
|
|
2023
Q4 | $779K | Sell |
1,769
-110
| -6% | -$48.5K | 0.29% | 77 |
|
|
2023
Q3 | $687K | Buy |
+1,879
| New | +$687K | 0.27% | 85 |
|
|
2023
Q2 | – | Sell |
-1,935
| Closed | -$667K | – | 215 |
|
|
2023
Q1 | $667K | Hold |
1,935
| – | – | 0.26% | 89 |
|
|
2022
Q4 | $648K | Buy |
+1,935
| New | +$648K | 0.26% | 94 |
|