Rothschild & Co Wealth Management (UK)’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 | $546M | Buy |
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|
2025
Q1 | $516M | Buy |
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|
2024
Q4 | $504M | Sell |
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|
2024
Q3 | $651M | Sell |
|
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|
2024
Q2 | $577M | Sell |
|
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|
2024
Q1 | $584M | Sell |
|
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|
2023
Q4 | $605M | Sell |
|
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|
2023
Q3 | $510M | Buy |
|
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|
2023
Q2 | $553M | Sell |
|
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|
2023
Q1 | $549M | Buy |
|
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|
2022
Q4 | $520M | Buy |
|
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|
2022
Q3 | $438M | Buy |
|
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|
2022
Q2 | $478M | Buy |
|
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|
2022
Q1 | $578M | Sell |
|
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|
2021
Q4 | $711M | Buy |
|
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|
2021
Q3 | $640M | Buy |
|
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|
2021
Q2 | $609M | Buy |
|
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|
2021
Q1 | $506M | Buy |
|
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|
2020
Q4 | $455M | Buy |
|
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|
2020
Q3 | $498M | Sell |
|
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|
2020
Q2 | $493M | Sell |
|
|||||
|
2020
Q1 | $396M | Buy |
|
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|
2019
Q4 | $433M | Sell |
|
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|
2019
Q3 | $389M | Sell |
|
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|
2019
Q2 | $728M | Buy |
|
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|
2019
Q1 | $327M | Buy |
|
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|
2018
Q4 | $262M | Buy |
|
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|
2018
Q3 | $199M | Buy |
|
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|
2018
Q2 | $205M | Buy |
|
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|
2018
Q1 | $188M | Buy |
|