A detailed history of Bergan Kdv Wealth Management, LLC transactions in S&P Global Inc. stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 381 shares of SPGI stock, worth $187,379. This represents 0.02% of its overall portfolio holdings.

Number of Shares
381
Previous 35 988.57%
Holding current value
$187,379
Previous $12,000 1166.67%
% of portfolio
0.02%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

BUY
$338.83 - $400.89 $117,235 - $138,707
346 Added 988.57%
381 $152,000
Q1 2022

May 09, 2022

BUY
$373.37 - $461.1 $5,600 - $6,916
15 Added 75.0%
35 $14,000
Q4 2020

Feb 04, 2021

SELL
$313.63 - $364.97 $1,881 - $2,189
-6 Reduced 23.08%
20 $7,000
Q2 2020

Aug 13, 2020

BUY
$234.33 - $333.38 $2,108 - $3,000
9 Added 52.94%
26 $9,000
Q1 2020

Apr 24, 2020

BUY
$192.05 - $311.16 $1,152 - $1,866
6 Added 54.55%
17 $4,000
Q4 2019

Feb 10, 2020

BUY
$236.44 - $274.38 $2,600 - $3,018
11 New
11 $3,000

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 $160B
  • 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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