A detailed history of Concord Wealth Partners transactions in S&P Global Inc. stock. As of the latest transaction made, Concord Wealth Partners holds 764 shares of SPGI stock, worth $368,798. This represents 0.07% of its overall portfolio holdings.

Number of Shares
764
Previous 759 0.66%
Holding current value
$368,798
Previous $338,000 16.57%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Oct 24, 2024

BUY
$446.32 - $527.38 $2,231 - $2,636
5 Added 0.66%
764 $394,000
Q2 2024

Jul 31, 2024

SELL
$408.56 - $448.91 $408 - $448
-1 Reduced 0.13%
759 $338,000
Q1 2024

Apr 30, 2024

BUY
$418.48 - $459.72 $13,809 - $15,170
33 Added 4.54%
760 $323,000
Q4 2023

Apr 30, 2024

SELL
$342.48 - $441.84 $408,578 - $527,115
-1,193 Reduced 62.14%
727 $320,000
Q4 2023

Feb 05, 2024

SELL
$342.48 - $441.84 $408,578 - $527,115
-1,193 Reduced 62.14%
727 $320,000
Q3 2023

Apr 30, 2024

BUY
$363.06 - $428.41 $433,130 - $511,093
1,193 Added 164.1%
1,920 $701,000
Q3 2023

Oct 25, 2023

BUY
$363.06 - $428.41 $179,714 - $212,062
495 Added 34.74%
1,920 $701,000
Q2 2023

Aug 07, 2023

BUY
$338.83 - $400.89 $261,237 - $309,086
771 Added 117.89%
1,425 $571,000
Q1 2023

Apr 26, 2023

BUY
$324.79 - $383.16 $205,267 - $242,157
632 Added 2872.73%
654 $225,000
Q4 2022

Jan 27, 2023

BUY
$286.62 - $362.67 $6,305 - $7,978
22 New
22 $7,000
Q2 2022

Aug 04, 2022

BUY
$316.03 - $414.99 $4,108 - $5,394
13 Added 13.4%
110 $37,000
Q1 2022

Apr 20, 2022

SELL
$373.37 - $461.1 $4,480 - $5,533
-12 Reduced 11.01%
97 $40,000
Q4 2021

Jan 21, 2022

BUY
$415.85 - $478.97 $12,059 - $13,890
29 Added 36.25%
109 $51,000
Q3 2021

Nov 09, 2021

SELL
$408.95 - $454.05 $2,044 - $2,270
-5 Reduced 5.88%
80 $34,000
Q2 2021

Jul 29, 2021

SELL
$361.2 - $412.36 $50,929 - $58,142
-141 Reduced 62.39%
85 $35,000
Q1 2021

May 13, 2021

BUY
$305.95 - $361.74 $36,408 - $43,047
119 Added 111.21%
226 $80,000
Q4 2020

Feb 16, 2021

BUY
$313.63 - $364.97 $33,558 - $39,051
107 New
107 $35,000

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 $157B
  • 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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