WestEnd Advisors’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
$38.8M Buy
2025
Q2
$3.69K Sell
2025
Q1
$4.57K Buy
2024
Q4
$2.99K Hold
2024
Q3
$3.1K Buy
2024
Q2
$2.23K Buy
2024
Q1
$425 Buy
2022
Q2
Hold
2022
Q1
Sell
2021
Q4
$1.42K Buy
2021
Q3
Hold
2021
Q2
Hold