Waters Parkerson & Co’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 | $827K | Hold |
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|
2025
Q2 | $896K | Sell |
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|
2025
Q1 | $868K | Hold |
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|
2024
Q4 | $851K | Buy |
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|
2024
Q3 | $878K | Hold |
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|
2024
Q2 | $758K | Sell |
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|
2024
Q1 | $730K | Buy |
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|
2023
Q4 | $749K | Sell |
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|
2023
Q3 | $627K | Buy |
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|
2023
Q2 | $682K | Sell |
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|
2023
Q1 | $587K | Buy |
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|
2022
Q4 | $569K | Hold |
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|
2022
Q3 | $519K | Hold |
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|
2022
Q2 | $573K | Hold |
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|
2022
Q1 | $697K | Hold |
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|
2021
Q4 | $802K | Hold |
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|
2021
Q3 | $722K | Hold |
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|
2021
Q2 | $698K | Hold |
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|
2021
Q1 | $600K | Hold |
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|
2020
Q4 | $559K | Sell |
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|
2020
Q3 | $655K | Buy |
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|
2020
Q2 | $593K | Hold |
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|
2020
Q1 | $441K | Hold |
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|
2019
Q4 | $491K | Hold |
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|
2019
Q3 | $441K | Hold |
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|
2019
Q2 | $410K | Hold |
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|
2019
Q1 | $379K | Hold |
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|
2018
Q4 | $306K | Hold |
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|
2018
Q3 | $352K | Hold |
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|
2018
Q2 | $367K | Hold |
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|
2018
Q1 | $344K | Hold |
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|
2017
Q4 | $305K | Hold |
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|
2017
Q3 | $281K | Hold |
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|
2017
Q2 | $263K | Hold |
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|
2017
Q1 | $235K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $266K | Hold |
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|
2016
Q2 | $225K | Buy |
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