A detailed history of Heritage Wealth Management, Inc./Texas transactions in S&P Global Inc. stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 1,364 shares of SPGI stock, worth $696,512. This represents 0.38% of its overall portfolio holdings.

Number of Shares
1,364
Previous 1,364 -0.0%
Holding current value
$696,512
Previous $580 Million 4.83%
% of portfolio
0.38%
Previous 0.38%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024

SELL
$418.48 - $459.72 $31,386 - $34,479
-75 Reduced 5.21%
1,364 $580 Million
Q4 2023

Jan 24, 2024

SELL
$342.48 - $441.84 $50,002 - $64,508
-146 Reduced 9.21%
1,439 $634 Million
Q3 2023

Nov 07, 2023

BUY
$363.06 - $428.41 $7,624 - $8,996
21 Added 1.34%
1,585 $579 Million
Q2 2023

Aug 02, 2023

SELL
$338.83 - $400.89 $48,452 - $57,327
-143 Reduced 8.38%
1,564 $627 Million
Q1 2023

May 02, 2023

SELL
$324.79 - $383.16 $3,897 - $4,597
-12 Reduced 0.7%
1,707 $589 Million
Q4 2022

Feb 23, 2023

BUY
$286.62 - $362.67 $492,699 - $623,429
1,719 New
1,719 $576 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 $166B
  • 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 Heritage Wealth Management, Inc./Texas Portfolio

Follow Heritage Wealth Management, Inc./Texas 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 Heritage Wealth Management, Inc./Texas, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc./Texas with notifications on news.