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 1,264 shares of SPGI stock, worth $621,647. This represents 0.38% of its overall portfolio holdings.

Number of Shares
1,264
Previous 1,364 7.33%
Holding current value
$621,647
Previous $608 Million 7.34%
% of portfolio
0.38%
Previous 0.38%

Shares

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

Oct 30, 2024

SELL
$446.32 - $527.38 $44,632 - $52,738
-100 Reduced 7.33%
1,264 $653 Million
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 $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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