Richard W. Paul & Associates’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 | $759K | Buy |
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|
2025
Q1 | $719K | Buy |
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|
2024
Q4 | $687K | Buy |
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|
2024
Q3 | $695K | Sell |
|
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|
2024
Q2 | $619K | Buy |
|
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|
2024
Q1 | $559K | Sell |
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|
2023
Q4 | $581K | Sell |
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|
2023
Q3 | $501K | Sell |
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|
2023
Q2 | $562K | Buy |
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|
2023
Q1 | $420K | Buy |
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|
2022
Q4 | $365K | Buy |
|