A detailed history of Balboa Wealth Partners transactions in S&P Global Inc. stock. As of the latest transaction made, Balboa Wealth Partners holds 1,456 shares of SPGI stock, worth $728,742. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,456
Previous 1,432 1.68%
Holding current value
$728,742
Previous $638,000 17.87%
% of portfolio
0.19%
Previous 0.17%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

BUY
$446.32 - $527.38 $10,711 - $12,657
24 Added 1.68%
1,456 $752,000
Q2 2024

Aug 13, 2024

SELL
$408.56 - $448.91 $172,820 - $189,888
-423 Reduced 22.8%
1,432 $638,000
Q1 2024

May 13, 2024

SELL
$418.48 - $459.72 $3,766 - $4,137
-9 Reduced 0.48%
1,855 $789,000
Q4 2023

Feb 09, 2024

BUY
$342.48 - $441.84 $189,733 - $244,779
554 Added 42.29%
1,864 $821,000
Q3 2023

Oct 23, 2023

BUY
$363.06 - $428.41 $5,808 - $6,854
16 Added 1.24%
1,310 $478,000
Q2 2023

Aug 08, 2023

SELL
$338.83 - $400.89 $112,830 - $133,496
-333 Reduced 20.47%
1,294 $518,000
Q1 2023

May 11, 2023

SELL
$324.79 - $383.16 $180,258 - $212,653
-555 Reduced 25.44%
1,627 $560,000
Q4 2022

Feb 14, 2023

SELL
$286.62 - $362.67 $509,323 - $644,464
-1,777 Reduced 44.89%
2,182 $730,000
Q3 2022

Jan 04, 2023

BUY
$305.35 - $393.2 $1.21 Million - $1.56 Million
3,959 New
3,959 $1.21 Million

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 $163B
  • 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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