Summit Trail 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 | $5.09M | Buy |
|
|||||
|
2025
Q2 | $4.55M | Buy |
|
|||||
|
2025
Q1 | $3.3M | Buy |
|
|||||
|
2024
Q4 | $2.52M | Buy |
|
|||||
|
2024
Q3 | $1.76M | Buy |
|
|||||
|
2024
Q2 | $1.13M | Buy |
|
|||||
|
2024
Q1 | $968K | Buy |
|
|||||
|
2023
Q4 | $900K | Sell |
|
|||||
|
2023
Q3 | $780K | Sell |
|
|||||
|
2023
Q2 | $983K | Buy |
|
|||||
|
2023
Q1 | $430K | Buy |
|
|||||
|
2022
Q4 | $374K | Sell |
|
|||||
|
2022
Q3 | $447K | Buy |
|
|||||
|
2022
Q2 | $394K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $144K | Buy |
|