Segment Wealth Management’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 | $43M | Sell |
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|
2025
Q2 | $46.7M | Sell |
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|
2025
Q1 | $45.6M | Buy |
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|
2024
Q4 | $44.6M | Sell |
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|
2024
Q3 | $48.8M | Sell |
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|
2024
Q2 | $48.8M | Sell |
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|
2024
Q1 | $46.7M | Buy |
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|
2023
Q4 | $11.2M | Buy |
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|
2023
Q3 | $8.68M | Buy |
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|
2023
Q2 | $9.2M | Sell |
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|
2023
Q1 | $7.94M | Buy |
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|
2022
Q4 | $7.48M | Sell |
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|
2022
Q3 | $6.87M | Buy |
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|
2022
Q2 | $1.64M | Sell |
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|
2022
Q1 | $2.1M | Buy |
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|
2021
Q4 | $2.3M | Sell |
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|
2021
Q3 | $2.09M | Sell |
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|
2021
Q2 | $2.09M | Buy |
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|
2021
Q1 | $1.76M | Buy |
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|
2020
Q4 | $1.56M | Buy |
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|
2020
Q3 | $1.7M | Buy |
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|
2020
Q2 | $1.42M | Buy |
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|
2020
Q1 | $1.02M | Buy |
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|
2019
Q4 | $1.1M | Hold |
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|
2019
Q3 | $990K | Sell |
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|
2019
Q2 | $937K | Buy |
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|
2019
Q1 | $830K | Buy |
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|
2018
Q4 | $633K | Buy |
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|
2018
Q3 | $545K | Sell |
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|
2018
Q2 | $615K | Buy |
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|
2018
Q1 | $553K | Buy |
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|
2017
Q4 | $392K | Buy |
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|
2017
Q3 | $273K | Buy |
|