Sand Hill Global Advisors’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 | $301K | Sell |
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|
2025
Q2 | $333K | Buy |
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|
2025
Q1 | $311K | Sell |
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|
2024
Q4 | $341K | Sell |
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|
2024
Q3 | $358K | Buy |
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|
2024
Q2 | $295K | Sell |
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|
2024
Q1 | $283K | Hold |
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|
2023
Q4 | $293K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $213K | Sell |
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|
2021
Q4 | $255K | Buy |
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|
2021
Q3 | $217K | Sell |
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|
2021
Q2 | $248K | Sell |
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|
2021
Q1 | $224K | Sell |
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|
2020
Q4 | $227K | Sell |
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|
2020
Q3 | $253K | Sell |
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|
2020
Q2 | $233K | Buy |
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