A detailed history of Balboa Wealth Partners transactions in S&P Global Inc. stock. As of the latest transaction made, Balboa Wealth Partners holds 1,855 shares of SPGI stock, worth $835,584. This represents 0.25% of its overall portfolio holdings.

Number of Shares
1,855
Previous 1,864 0.48%
Holding current value
$835,584
Previous $821,000 3.9%
% of portfolio
0.25%
Previous 0.28%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $147B
  • 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
Track This Portfolio

Track Balboa Wealth Partners Portfolio

Follow Balboa Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balboa Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Balboa Wealth Partners with notifications on news.