West Branch Capital’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
Q2 | $50.1K | Hold |
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|
2025
Q1 | $48.3K | Sell |
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|
2024
Q4 | $49.8K | Buy |
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|
2024
Q3 | $49.1K | Buy |
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|
2024
Q2 | $41.9K | Hold |
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|
2024
Q1 | $40K | Sell |
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|
2023
Q4 | $45.4K | Buy |
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|
2023
Q3 | $34.3K | Hold |
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|
2023
Q2 | $37.7K | Hold |
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|
2023
Q1 | $32.4K | Hold |
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|
2022
Q4 | $31.5K | Hold |
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|
2022
Q3 | $29K | Hold |
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|
2022
Q2 | $32K | Hold |
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|
2022
Q1 | $39K | Buy |
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|
2021
Q4 | $38K | Hold |
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|
2021
Q3 | $34K | Hold |
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|
2021
Q2 | $33K | Buy |
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