A detailed history of Monterey Private Wealth, Inc. transactions in S&P Global Inc. stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 2,166 shares of SPGI stock, worth $1.11 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
2,166
Previous 2,048 5.76%
Holding current value
$1.11 Million
Previous $871,000 10.91%
% of portfolio
0.36%
Previous 0.35%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 08, 2024

BUY
$408.56 - $448.91 $48,210 - $52,971
118 Added 5.76%
2,166 $966,000
Q1 2024

Apr 09, 2024

BUY
$418.48 - $459.72 $1,673 - $1,838
4 Added 0.2%
2,048 $871,000
Q4 2023

Jan 12, 2024

BUY
$342.48 - $441.84 $34,590 - $44,625
101 Added 5.2%
2,044 $900,000
Q3 2023

Oct 10, 2023

BUY
$363.06 - $428.41 $1,452 - $1,713
4 Added 0.21%
1,943 $709,000
Q2 2023

Jul 11, 2023

BUY
$338.83 - $400.89 $1,355 - $1,603
4 Added 0.21%
1,939 $777,000
Q1 2023

Apr 06, 2023

BUY
$324.79 - $383.16 $1,623 - $1,915
5 Added 0.26%
1,935 $667,000
Q4 2022

Jan 20, 2023

SELL
$286.62 - $362.67 $25,509 - $32,277
-89 Reduced 4.41%
1,930 $0
Q3 2022

Oct 11, 2022

BUY
$305.35 - $393.2 $1,221 - $1,572
4 Added 0.2%
2,019 $627,000
Q2 2022

Jul 13, 2022

BUY
$316.03 - $414.99 $10,745 - $14,109
34 Added 1.72%
2,015 $679,000
Q1 2022

Apr 08, 2022

BUY
$373.37 - $461.1 $1,493 - $1,844
4 Added 0.2%
1,981 $830,000
Q4 2021

Jan 18, 2022

BUY
$415.85 - $478.97 $831 - $957
2 Added 0.1%
1,977 $933,000
Q3 2021

Oct 08, 2021

SELL
$408.95 - $454.05 $6,134 - $6,810
-15 Reduced 0.75%
1,975 $839,000
Q2 2021

Aug 30, 2021

BUY
$361.2 - $412.36 $81,631 - $93,193
226 Added 12.81%
1,990 $817,000
Q1 2021

Apr 28, 2021

BUY
$305.95 - $361.74 $1,223 - $1,446
4 Added 0.23%
1,764 $677,000
Q4 2020

Feb 16, 2021

BUY
$313.63 - $364.97 $940 - $1,094
3 Added 0.17%
1,760 $579,000
Q3 2020

Feb 24, 2021

BUY
$333.25 - $378.41 $1,333 - $1,513
4 Added 0.23%
1,757 $633,000
Q2 2020

Feb 24, 2021

BUY
$234.33 - $333.38 $937 - $1,333
4 Added 0.23%
1,753 $578,000
Q1 2020

Feb 24, 2021

SELL
$192.05 - $311.16 $9,794 - $15,869
-51 Reduced 2.83%
1,749 $429,000
Q4 2019

Feb 24, 2021

BUY
$236.44 - $274.38 $425,592 - $493,884
1,800 New
1,800 $492,000

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 $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
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