WPC
SPGI icon

Waters Parkerson & Co’s S&P Global SPGI Stock Holding History

Waters Parkerson & Co’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$896K Sell
1,700
-9
-0.5% -$4.75K 0.04% 107
2025
Q1 		$868K Hold
1,709
– – 0.05% 103
2024
Q4 		$851K Buy
1,709
+9
+0.5% +$4.48K 0.04% 107
2024
Q3 		$878K Hold
1,700
– – 0.04% 101
2024
Q2 		$758K Sell
1,700
-15
-0.9% -$6.69K 0.04% 102
2024
Q1 		$730K Buy
1,715
+15
+0.9% +$6.39K 0.04% 108
2023
Q4 		$749K Sell
1,700
-16
-0.9% -$7.05K 0.04% 105
2023
Q3 		$627K Buy
1,716
+16
+0.9% +$5.85K 0.04% 109
2023
Q2 		$682K Sell
1,700
-3
-0.2% -$1.2K 0.04% 106
2023
Q1 		$587K Buy
1,703
+3
+0.2% +$1.03K 0.03% 110
2022
Q4 		$569K Hold
1,700
– – 0.03% 110
2022
Q3 		$519K Hold
1,700
– – 0.03% 112
2022
Q2 		$573K Hold
1,700
– – 0.04% 109
2022
Q1 		$697K Hold
1,700
– – 0.04% 106
2021
Q4 		$802K Hold
1,700
– – 0.04% 97
2021
Q3 		$722K Hold
1,700
– – 0.04% 104
2021
Q2 		$698K Hold
1,700
– – 0.04% 108
2021
Q1 		$600K Hold
1,700
– – 0.04% 111
2020
Q4 		$559K Sell
1,700
-116
-6% -$38.1K 0.04% 109
2020
Q3 		$655K Buy
1,816
+16
+0.9% +$5.77K 0.05% 94
2020
Q2 		$593K Hold
1,800
– – 0.05% 97
2020
Q1 		$441K Hold
1,800
– – 0.04% 100
2019
Q4 		$491K Hold
1,800
– – 0.04% 106
2019
Q3 		$441K Hold
1,800
– – 0.04% 111
2019
Q2 		$410K Hold
1,800
– – 0.03% 114
2019
Q1 		$379K Hold
1,800
– – 0.03% 112
2018
Q4 		$306K Hold
1,800
– – 0.03% 119
2018
Q3 		$352K Hold
1,800
– – 0.03% 121
2018
Q2 		$367K Hold
1,800
– – 0.03% 117
2018
Q1 		$344K Hold
1,800
– – 0.03% 125
2017
Q4 		$305K Hold
1,800
– – 0.03% 137
2017
Q3 		$281K Hold
1,800
– – 0.02% 143
2017
Q2 		$263K Hold
1,800
– – 0.02% 142
2017
Q1 		$235K Buy
+1,800
New +$235K 0.02% 149
2016
Q4 		– Sell
-2,100
Closed -$266K – 170
2016
Q3 		$266K Hold
2,100
– – 0.03% 135
2016
Q2 		$225K Buy
+2,100
New +$225K 0.02% 137