VHAM
Van Hulzen Asset Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,749
| Closed | -$6.84M | – | 984 |
|
|
2024
Q4 | $6.84M | Buy |
13,749
+300
| +2% | +$149K | 0.5% | 53 |
|
|
2024
Q3 | $6.95M | Buy |
13,449
+331
| +3% | +$171K | 0.5% | 55 |
|
|
2024
Q2 | $5.85M | Buy |
13,118
+8,300
| +172% | +$3.7M | 0.39% | 60 |
|
|
2024
Q1 | $2.05M | Hold |
4,818
| – | – | 0.14% | 113 |
|
|
2023
Q4 | $2.12M | Hold |
4,818
| – | – | 0.15% | 102 |
|
|
2023
Q3 | $1.76M | Buy |
4,818
+3,992
| +483% | +$1.46M | 0.14% | 109 |
|
|
2023
Q2 | $331K | Buy |
+826
| New | +$331K | 0.03% | 230 |
|