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