West Coast Financial’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 | – | Sell |
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|
2025
Q1 | $8.57M | Sell |
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|
2024
Q4 | $8.69M | Buy |
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|
2024
Q3 | $8.97M | Buy |
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|
2024
Q2 | $7.74M | Sell |
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|
2024
Q1 | $7.41M | Sell |
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|
2023
Q4 | $7.82M | Buy |
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|
2023
Q3 | $5.96M | Buy |
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|
2023
Q2 | $6.43M | Sell |
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|
2023
Q1 | $5.64M | Buy |
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|
2022
Q4 | $5.42M | Buy |
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|
2022
Q3 | $4.76M | Buy |
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|
2022
Q2 | $5.05M | Buy |
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