Whitford Management’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.45M | Buy |
8,434
+1,421
| +20% | +$749K | 4.72% | 10 |
|
|
2025
Q1 | $3.56M | Sell |
7,013
-16,791
| -71% | -$8.53M | 4.54% | 8 |
|
|
2024
Q4 | $11.9M | Buy |
+23,804
| New | +$11.9M | 3.18% | 9 |
|
|
2024
Q1 | – | Sell |
-13,579
| Closed | -$5.98M | – | 23 |
|
|
2023
Q4 | $5.98M | Buy |
+13,579
| New | +$5.98M | 2.35% | 12 |
|
|
2023
Q1 | – | Sell |
-15,719
| Closed | -$5.26M | – | 22 |
|
|
2022
Q4 | $5.26M | Buy |
+15,719
| New | +$5.26M | 6.42% | 7 |
|