SS&H Financial 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 | $5.79M | Hold |
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|
2025
Q2 | $6.27M | Hold |
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|
2025
Q1 | $6.04M | Hold |
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|
2024
Q4 | $5.92M | Hold |
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|
2024
Q3 | $6.14M | Hold |
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|
2024
Q2 | $5.3M | Hold |
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|
2024
Q1 | $5.06M | Hold |
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|
2023
Q4 | $5.24M | Sell |
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|
2023
Q3 | $4.62M | Buy |
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|
2023
Q1 | $4.36M | Hold |
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|
2022
Q4 | $4.23M | Hold |
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|
2022
Q3 | $3.86M | Hold |
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|
2022
Q2 | $4.26M | Hold |
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|
2022
Q1 | $5.18M | Buy |
|