Waddell & Associates’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 | $521K | Hold |
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|
2025
Q2 | $565K | Buy |
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|
2025
Q1 | $405K | Hold |
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|
2024
Q4 | $397K | Hold |
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|
2024
Q3 | $412K | Hold |
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|
2024
Q2 | $355K | Hold |
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|
2024
Q1 | $339K | Hold |
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|
2023
Q4 | $351K | Hold |
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|
2023
Q3 | $291K | Hold |
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|
2023
Q2 | $320K | Sell |
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|
2023
Q1 | $404K | Hold |
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|
2022
Q4 | $393K | Sell |
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|
2022
Q3 | $373K | Sell |
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|
2022
Q2 | $414K | Buy |
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|
2022
Q1 | $500K | Buy |
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|
2021
Q4 | $531K | Hold |
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|
2021
Q3 | $478K | Hold |
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|
2021
Q2 | $462 | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $371K | Buy |
|