Sterling Investment 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
Q2
$4.66M Buy
2025
Q1
$3.6M Buy
2024
Q4
$2.68M Sell
2024
Q3
$2.82M Sell
2024
Q2
$2.59M Sell
2024
Q1
$2.5M Buy
2023
Q4
$2.54M Sell
2023
Q3
$2.14M Buy
2023
Q2
$1.62M Sell
2023
Q1
$1.41M Sell
2022
Q4
$1.39M Sell
2022
Q3
$1.35M Buy
2022
Q2
$1.26M Buy