Roundview 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
Q3 | $4.56M | Buy |
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|
2025
Q2 | $4.91M | Buy |
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|
2025
Q1 | $4.63M | Buy |
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|
2024
Q4 | $3.64M | Buy |
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|
2024
Q3 | $2.69M | Buy |
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|
2024
Q2 | $1.88M | Buy |
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|
2024
Q1 | $1.74M | Buy |
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|
2023
Q4 | $1.61M | Buy |
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|
2023
Q3 | $1.31M | Sell |
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|
2023
Q2 | $1.45M | Buy |
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|
2023
Q1 | $1.24M | Buy |
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|
2022
Q4 | $833K | Buy |
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|
2022
Q3 | $381K | Sell |
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|
2022
Q2 | $424K | Buy |
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|
2022
Q1 | $458K | Buy |
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|
2021
Q4 | $214K | Buy |
|