Simon Quick 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 | $261K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $1.2M | Buy |
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|
2024
Q4 | $1.01M | Buy |
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|
2024
Q3 | $985K | Buy |
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|
2024
Q2 | $766K | Buy |
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|
2024
Q1 | $612K | Buy |
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|
2023
Q4 | $540K | Buy |
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|
2023
Q3 | $443K | Buy |
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|
2023
Q2 | $240K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $18K | Buy |
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|
2021
Q4 | $20K | Sell |
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|
2021
Q3 | $35K | Buy |
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|
2021
Q2 | $22K | Buy |
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|
2021
Q1 | $15K | Hold |
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|
2020
Q4 | $14K | Sell |
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|
2020
Q3 | $23K | Buy |
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|
2020
Q2 | $11K | Hold |
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|
2020
Q1 | $8K | Buy |
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|
2019
Q4 | $1K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.37K | Buy |
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