Transcend Capital 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
Q2
$14.6M Sell
2025
Q1
$14.1M Sell
2024
Q4
$14M Sell
2024
Q3
$14.5M Sell
2024
Q2
$12.6M Buy
2024
Q1
$11.1M Sell
2023
Q4
$11.5M Sell
2023
Q3
$9.65M Sell
2023
Q2
$10.8M Sell
2023
Q1
$9.54M Sell
2022
Q4
$9.33M Sell
2022
Q3
$8.62M Sell
2022
Q2
$9.52M Sell
2022
Q1
$11.8M Buy
2021
Q4
$13.2M Buy
2021
Q3
$12.9M Buy