Roundview Capital’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.91M | Buy |
9,304
+183
| +2% | +$96.5K | 0.33% | 72 |
|
|
2025
Q1 | $4.63M | Buy |
9,121
+1,803
| +25% | +$916K | 0.33% | 72 |
|
|
2024
Q4 | $3.64M | Buy |
7,318
+2,111
| +41% | +$1.05M | 0.25% | 90 |
|
|
2024
Q3 | $2.69M | Buy |
5,207
+998
| +24% | +$516K | 0.19% | 116 |
|
|
2024
Q2 | $1.88M | Buy |
4,209
+122
| +3% | +$54.4K | 0.15% | 139 |
|
|
2024
Q1 | $1.74M | Buy |
4,087
+427
| +12% | +$182K | 0.14% | 145 |
|
|
2023
Q4 | $1.61M | Buy |
3,660
+72
| +2% | +$31.7K | 0.15% | 142 |
|
|
2023
Q3 | $1.31M | Sell |
3,588
-32
| -0.9% | -$11.7K | 0.13% | 156 |
|
|
2023
Q2 | $1.45M | Buy |
3,620
+9
| +0.2% | +$3.61K | 0.14% | 152 |
|
|
2023
Q1 | $1.24M | Buy |
3,611
+1,124
| +45% | +$388K | 0.13% | 164 |
|
|
2022
Q4 | $833K | Buy |
2,487
+1,238
| +99% | +$415K | 0.1% | 199 |
|
|
2022
Q3 | $381K | Sell |
1,249
-8
| -0.6% | -$2.44K | 0.05% | 228 |
|
|
2022
Q2 | $424K | Buy |
1,257
+141
| +13% | +$47.6K | 0.05% | 228 |
|
|
2022
Q1 | $458K | Buy |
1,116
+662
| +146% | +$272K | 0.05% | 233 |
|
|
2021
Q4 | $214K | Buy |
+454
| New | +$214K | 0.02% | 290 |
|