Vest Financial’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 | $52.9M | Sell |
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|
2025
Q2 | $62.2M | Buy |
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|
2025
Q1 | $55.8M | Sell |
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|
2024
Q4 | $58.2M | Buy |
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|
2024
Q3 | $52.8M | Sell |
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|
2024
Q2 | $48M | Buy |
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|
2024
Q1 | $35.5M | Buy |
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|
2023
Q4 | $33.9M | Buy |
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|
2023
Q3 | $19.6M | Buy |
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|
2023
Q2 | $13.6M | Buy |
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|
2023
Q1 | $9.49M | Sell |
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|
2022
Q4 | $10.2M | Buy |
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|
2022
Q3 | $7.66M | Buy |
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|
2022
Q2 | $8.52M | Buy |
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|
2022
Q1 | $8.21M | Buy |
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|
2021
Q4 | $7.12M | Buy |
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|
2021
Q3 | $5.32M | Buy |
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|
2021
Q2 | $4.25M | Buy |
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|
2021
Q1 | $2.8M | Buy |
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|
2020
Q4 | $2.1M | Buy |
|