Valley Forge Capital 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 | $925M | Hold |
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|
2025
Q1 | $892M | Hold |
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|
2024
Q4 | $874M | Buy |
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|
2024
Q3 | $881M | Buy |
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|
2024
Q2 | $738M | Hold |
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|
2024
Q1 | $704M | Hold |
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|
2023
Q4 | $729M | Hold |
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|
2023
Q3 | $605M | Hold |
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|
2023
Q2 | $664M | Buy |
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|
2023
Q1 | $480M | Hold |
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|
2022
Q4 | $466M | Buy |
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|
2022
Q3 | $396M | Hold |
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|
2022
Q2 | $437M | Buy |
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|
2022
Q1 | $488M | Buy |
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|
2021
Q4 | $525M | Sell |
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|
2021
Q3 | $542M | Buy |
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|
2021
Q2 | $522M | Hold |
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|
2021
Q1 | $449M | Buy |
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|
2020
Q4 | $212M | Buy |
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|
2020
Q3 | $229M | Buy |
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|
2020
Q2 | $180M | Buy |
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|
2020
Q1 | $107M | Buy |
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|
2019
Q4 | $115M | Hold |
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|
2019
Q3 | $103M | Hold |
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|
2019
Q2 | $96M | Buy |
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|
2019
Q1 | $85.8M | Hold |
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|
2018
Q4 | $69.2M | Buy |
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|
2018
Q3 | $72.2M | Buy |
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|
2018
Q2 | $61.6M | Hold |
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|
2018
Q1 | $57.7M | Buy |
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|
2017
Q4 | $49.5M | Hold |
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|
2017
Q3 | $45.7M | Hold |
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|
2017
Q2 | $42.7M | Hold |
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|
2017
Q1 | $38.2M | Hold |
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|
2016
Q4 | $31.4M | Buy |
|