Welch & Forbes’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 | $2.16M | Buy |
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|
2025
Q2 | $589K | Sell |
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|
2025
Q1 | $574K | Sell |
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|
2024
Q4 | $572K | Buy |
|
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|
2024
Q3 | $577K | Buy |
|
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|
2024
Q2 | $512K | Buy |
|
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|
2024
Q1 | $412K | Sell |
|
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|
2023
Q4 | $471K | Sell |
|
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|
2023
Q3 | $490K | Sell |
|
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|
2023
Q2 | $546K | Buy |
|
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|
2023
Q1 | $465K | Sell |
|
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|
2022
Q4 | $485K | Sell |
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|
2022
Q3 | $500K | Sell |
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|
2022
Q2 | $585K | Sell |
|
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|
2022
Q1 | $1.54M | Buy |
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|
2021
Q4 | $1.51M | Sell |
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|
2021
Q3 | $1.43M | Hold |
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|
2021
Q2 | $1.38M | Buy |
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|
2021
Q1 | $1.16M | Sell |
|
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|
2020
Q4 | $1.32M | Buy |
|
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|
2020
Q3 | $1.43M | Buy |
|
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|
2020
Q2 | $1.28M | Sell |
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|
2020
Q1 | $980K | Sell |
|
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|
2019
Q4 | $1.1M | Hold |
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|
2019
Q3 | $992K | Hold |
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|
2019
Q2 | $922K | Hold |
|
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|
2019
Q1 | $852K | Sell |
|
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|
2018
Q4 | $735K | Sell |
|
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|
2018
Q3 | $864K | Sell |
|
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|
2018
Q2 | $963K | Buy |
|
|||||
|
2018
Q1 | $879K | Sell |
|
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|
2017
Q4 | $813K | Hold |
|
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|
2017
Q3 | $750K | Sell |
|
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|
2017
Q2 | $759K | Sell |
|
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|
2017
Q1 | $681K | Sell |
|
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|
2016
Q4 | $591K | Hold |
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|
2016
Q3 | $696K | Sell |
|
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|
2016
Q2 | $622K | Buy |
|