PYA Waltman Capital’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
$12.4M Buy
2025
Q1
$11.4M Sell
2024
Q4
$11.3M Sell
2024
Q3
$11.7M Buy
2024
Q2
$10.1M Buy
2024
Q1
$9.52M Buy
2023
Q4
$9.84M Sell
2023
Q3
$8.19M Buy
2023
Q2
$8.65M Sell
2023
Q1
$7.82M Sell
2022
Q4
$7.9M Sell
2022
Q3
$7.27M Buy
2022
Q2
$6.62M Buy
2022
Q1
$7.45M Buy