Waterloo Capital’s S&P Global SPGI Stock Holding History

Waterloo Capital’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.37M	Sell
2025 Q2	$2.76M	Buy
2025 Q1	$2.46M	Buy
2024 Q4	$1.85M	Buy
2024 Q3	$1.7M	Buy
2024 Q2	$1.14M	Buy
2024 Q1	$349K	Sell
2023 Q4	$515K	Buy
2023 Q3	–	Sell
2023 Q2	$273K	Buy