A detailed history of Jfs Wealth Advisors, LLC transactions in S&P Global Inc. stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 195 shares of SPGI stock, worth $95,902. This represents 0.01% of its overall portfolio holdings.

Number of Shares
195
Previous 194 0.52%
Holding current value
$95,902
Previous $86,000 16.28%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 25, 2024

BUY
$446.32 - $527.38 $446 - $527
1 Added 0.52%
195 $100,000
Q2 2024

Jul 15, 2024

SELL
$408.56 - $448.91 $23,287 - $25,587
-57 Reduced 22.71%
194 $86,000
Q1 2024

Apr 30, 2024

BUY
$418.48 - $459.72 $20,087 - $22,066
48 Added 23.65%
251 $106,000
Q4 2023

Feb 07, 2024

BUY
$342.48 - $441.84 $12,671 - $16,348
37 Added 22.29%
203 $89,000
Q3 2023

Nov 02, 2023

BUY
$363.06 - $428.41 $23,235 - $27,418
64 Added 62.75%
166 $60,000
Q1 2023

Apr 19, 2023

BUY
$324.79 - $383.16 $649 - $766
2 Added 2.0%
102 $35,000
Q4 2022

Feb 13, 2023

SELL
$286.62 - $362.67 $5,159 - $6,528
-18 Reduced 15.25%
100 $33,000
Q3 2022

Oct 21, 2022

SELL
$305.35 - $393.2 $4,885 - $6,291
-16 Reduced 11.94%
118 $36,000
Q2 2022

Aug 02, 2022

SELL
$316.03 - $414.99 $6,320 - $8,299
-20 Reduced 12.99%
134 $45,000
Q1 2022

May 02, 2022

BUY
$373.37 - $461.1 $2,986 - $3,688
8 Added 5.48%
154 $63,000
Q3 2021

Nov 09, 2021

BUY
$408.95 - $454.05 $59,706 - $66,291
146 New
146 $62,000

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 $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
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, 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 Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.