WD Rutherford’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 | $3.04M | Buy |
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|
2025
Q2 | $3.16M | Sell |
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|
2025
Q1 | $2.98M | Buy |
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|
2024
Q4 | $2.77M | Buy |
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|
2024
Q3 | $2.69M | Sell |
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|
2024
Q2 | $2.38M | Buy |
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|
2024
Q1 | $2.16M | Sell |
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|
2023
Q4 | $2.28M | Sell |
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|
2023
Q3 | $1.88M | Sell |
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|
2023
Q2 | $2.08M | Hold |
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|
2023
Q1 | $1.79M | Sell |
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|
2022
Q4 | $1.75M | Sell |
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|
2022
Q3 | $1.69M | Sell |
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|
2022
Q2 | $1.9M | Sell |
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|
2022
Q1 | $2.4M | Sell |
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|
2021
Q4 | $2.77M | Hold |
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|
2021
Q3 | $2.49M | Buy |
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|
2021
Q2 | $2.29M | Hold |
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|
2021
Q1 | $1.97M | Buy |
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|
2020
Q4 | $1.44M | Buy |
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