Wilbanks Smith & Thomas Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $772K | Buy |
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|
2023
Q4 | $798K | Sell |
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|
2023
Q3 | $903K | Buy |
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|
2023
Q2 | $878K | Sell |
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|
2023
Q1 | $856K | Buy |
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|
2022
Q4 | $617K | Sell |
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|
2022
Q3 | $567K | Buy |
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|
2022
Q2 | $527K | Buy |
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|
2022
Q1 | $507K | Buy |
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|
2021
Q4 | $661K | Buy |
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|
2021
Q3 | $594K | Buy |
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|
2021
Q2 | $571K | Hold |
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|
2021
Q1 | $491K | Buy |
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|
2020
Q4 | $264K | Sell |
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|
2020
Q3 | $297K | Sell |
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|
2020
Q2 | $275K | Buy |
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|
2020
Q1 | $201K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $122K | Buy |
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