A detailed history of Confluence Wealth Services, Inc. transactions in S&P Global Inc. stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 1,986 shares of SPGI stock, worth $966,407. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,986
Previous 2,488 20.18%
Holding current value
$966,407
Previous $1.11 Million 7.48%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Oct 29, 2024

SELL
$446.32 - $527.38 $224,052 - $264,744
-502 Reduced 20.18%
1,986 $1.03 Million
Q2 2024

Jul 31, 2024

BUY
$408.56 - $448.91 $108,676 - $119,410
266 Added 11.97%
2,488 $1.11 Million
Q1 2024

Apr 22, 2024

BUY
$418.48 - $459.72 $202,962 - $222,964
485 Added 27.92%
2,222 $945,000
Q4 2023

Jan 25, 2024

SELL
$342.48 - $441.84 $28,768 - $37,114
-84 Reduced 4.61%
1,737 $765,000
Q3 2023

Nov 01, 2023

BUY
$363.06 - $428.41 $357,614 - $421,983
985 Added 117.82%
1,821 $665,000
Q2 2023

Aug 01, 2023

BUY
$338.83 - $400.89 $2,371 - $2,806
7 Added 0.84%
836 $335,000
Q1 2023

May 11, 2023

BUY
$324.79 - $383.16 $28,256 - $33,334
87 Added 11.73%
829 $285,000
Q4 2022

Feb 10, 2023

BUY
$286.62 - $362.67 $212,672 - $269,101
742 New
742 $248,000
Q2 2022

Aug 15, 2022

BUY
$316.03 - $414.99 $41,399 - $54,363
131 Added 18.5%
839 $324,000
Q1 2022

Apr 26, 2022

BUY
$373.37 - $461.1 $204,980 - $253,143
549 Added 345.28%
708 $290,000
Q4 2021

Feb 10, 2022

BUY
$415.85 - $478.97 $66,120 - $76,156
159 New
159 $75,000

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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