Sand Hill Global Advisors’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 | $333K | Buy |
632
+19
| +3% | +$10K | 0.01% | 162 |
|
2025
Q1 | $311K | Sell |
613
-71
| -10% | -$36.1K | 0.01% | 164 |
|
2024
Q4 | $341K | Sell |
684
-8
| -1% | -$3.98K | 0.01% | 160 |
|
2024
Q3 | $358K | Buy |
692
+30
| +5% | +$15.5K | 0.02% | 154 |
|
2024
Q2 | $295K | Sell |
662
-4
| -0.6% | -$1.78K | 0.01% | 160 |
|
2024
Q1 | $283K | Hold |
666
| – | – | 0.01% | 144 |
|
2023
Q4 | $293K | Buy |
+666
| New | +$293K | 0.01% | 143 |
|
2022
Q2 | – | Sell |
-519
| Closed | -$213K | – | 168 |
|
2022
Q1 | $213K | Sell |
519
-22
| -4% | -$9.03K | 0.01% | 147 |
|
2021
Q4 | $255K | Buy |
541
+31
| +6% | +$14.6K | 0.01% | 140 |
|
2021
Q3 | $217K | Sell |
510
-93
| -15% | -$39.6K | 0.01% | 148 |
|
2021
Q2 | $248K | Sell |
603
-33
| -5% | -$13.6K | 0.02% | 142 |
|
2021
Q1 | $224K | Sell |
636
-54
| -8% | -$19K | 0.01% | 130 |
|
2020
Q4 | $227K | Sell |
690
-12
| -2% | -$3.95K | 0.02% | 129 |
|
2020
Q3 | $253K | Sell |
702
-4
| -0.6% | -$1.44K | 0.02% | 115 |
|
2020
Q2 | $233K | Buy |
+706
| New | +$233K | 0.02% | 112 |
|