Winthrop Capital 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 | $553K | Sell |
1,050
-41
| -4% | -$21.6K | 0.14% | 92 |
|
|
2025
Q1 | $554K | Buy |
1,091
+52
| +5% | +$26.4K | 0.15% | 91 |
|
|
2024
Q4 | $517K | Buy |
1,039
+84
| +9% | +$41.8K | 0.14% | 93 |
|
|
2024
Q3 | $493K | Sell |
955
-12
| -1% | -$6.2K | 0.23% | 47 |
|
|
2024
Q2 | $431K | Buy |
967
+12
| +1% | +$5.35K | 0.22% | 47 |
|
|
2024
Q1 | $406K | Buy |
955
+11
| +1% | +$4.68K | 0.19% | 51 |
|
|
2023
Q4 | $416K | Buy |
+944
| New | +$416K | 0.14% | 96 |
|