A detailed history of 9258 Wealth Management, LLC transactions in S&P Global Inc. stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 1,923 shares of SPGI stock, worth $935,751. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,923
Previous 1,831 5.02%
Holding current value
$935,751
Previous $778,000 10.15%
% of portfolio
0.13%
Previous 0.12%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

BUY
$408.56 - $448.91 $37,587 - $41,299
92 Added 5.02%
1,923 $857,000
Q1 2024

May 03, 2024

BUY
$418.48 - $459.72 $30,549 - $33,559
73 Added 4.15%
1,831 $778,000
Q4 2023

Feb 06, 2024

BUY
$342.48 - $441.84 $140,416 - $181,154
410 Added 30.42%
1,758 $774,000
Q3 2023

Nov 08, 2023

BUY
$363.06 - $428.41 $36,306 - $42,841
100 Added 8.01%
1,348 $492,000
Q2 2023

Aug 08, 2023

BUY
$338.83 - $400.89 $60,989 - $72,160
180 Added 16.85%
1,248 $500,000
Q1 2023

May 03, 2023

SELL
$324.79 - $383.16 $7,145 - $8,429
-22 Reduced 2.02%
1,068 $368,000
Q4 2022

Feb 03, 2023

SELL
$286.62 - $362.67 $24,076 - $30,464
-84 Reduced 7.16%
1,090 $365,000
Q3 2022

Nov 08, 2022

SELL
$305.35 - $393.2 $25,954 - $33,422
-85 Reduced 6.75%
1,174 $358,000
Q2 2022

Aug 04, 2022

BUY
$316.03 - $414.99 $36,975 - $48,553
117 Added 10.25%
1,259 $424,000
Q1 2022

May 13, 2022

BUY
$373.37 - $461.1 $222,901 - $275,276
597 Added 109.54%
1,142 $468,000
Q4 2021

Feb 11, 2022

BUY
$415.85 - $478.97 $4,158 - $4,789
10 Added 1.87%
545 $257,000
Q3 2021

Nov 12, 2021

BUY
$408.95 - $454.05 $817 - $908
2 Added 0.38%
535 $227,000
Q2 2021

Aug 13, 2021

BUY
$361.2 - $412.36 $192,519 - $219,787
533 New
533 $219,000

Others Institutions Holding SPGI

About S&P Global Inc.


  • Ticker SPGI
  • Exchange NYSE
  • Sector Financial Services
  • Industry Financial Data & Stock Exchanges
  • Shares Outstandng 325,800,000
  • Market Cap $159B
  • Description
  • S&P Global Inc., together with its subsidiaries, provides credit ratings, benchmarks, analytics, and workflow solutions in the global capital, commodity, and automotive markets. It operates in six divisions: S&P Global Ratings, S&P Dow Jones Indices, S&P Global Commodity Insights, S&P Global Market Intelligence, S&P Globa...
More about SPGI
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