A detailed history of Goal Vest Advisory LLC transactions in S&P Global Inc. stock. As of the latest transaction made, Goal Vest Advisory LLC holds 153 shares of SPGI stock, worth $76,978. This represents 0.02% of its overall portfolio holdings.

Number of Shares
153
Previous 129 18.6%
Holding current value
$76,978
Previous $57,000 38.6%
% of portfolio
0.02%
Previous 0.02%

Shares

13 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 18.6%
153 $79,000
Q2 2024

Jul 30, 2024

SELL
$408.56 - $448.91 $37,587 - $41,299
-92 Reduced 41.63%
129 $57,000
Q1 2024

Apr 15, 2024

BUY
$418.48 - $459.72 $23,016 - $25,284
55 Added 33.13%
221 $94,000
Q4 2023

Jan 02, 2024

BUY
$342.48 - $441.84 $5,479 - $7,069
16 Added 10.67%
166 $73,000
Q3 2023

Oct 10, 2023

BUY
$363.06 - $428.41 $13,796 - $16,279
38 Added 33.93%
150 $54,000
Q2 2023

Jul 17, 2023

BUY
$338.83 - $400.89 $18,296 - $21,648
54 Added 93.1%
112 $44,000
Q1 2023

Apr 03, 2023

SELL
$324.79 - $383.16 $2,923 - $3,448
-9 Reduced 13.43%
58 $19,000
Q3 2022

Oct 11, 2022

SELL
$305.35 - $393.2 $554,820 - $714,444
-1,817 Reduced 96.44%
67 $20,000
Q2 2022

Jul 06, 2022

BUY
$316.03 - $414.99 $7,268 - $9,544
23 Added 1.24%
1,884 $649,000
Q1 2022

May 03, 2022

SELL
$373.37 - $461.1 $409,960 - $506,287
-1,098 Reduced 37.11%
1,861 $763,000
Q2 2021

Sep 01, 2021

BUY
$361.2 - $412.36 $31,063 - $35,462
86 Added 2.99%
2,959 $1.22 Million
Q1 2021

May 13, 2021

BUY
$305.95 - $361.74 $137,371 - $162,421
449 Added 18.52%
2,873 $1.01 Million
Q4 2020

Jan 28, 2021

BUY
$313.63 - $364.97 $760,239 - $884,687
2,424 New
2,424 $797,000

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 $164B
  • 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 Goal Vest Advisory LLC Portfolio

Follow Goal Vest Advisory LLC 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 Goal Vest Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goal Vest Advisory LLC with notifications on news.