A detailed history of Sugarloaf Wealth Management, LLC transactions in S&P Global Inc. stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 385 shares of SPGI stock, worth $193,705. This represents 0.04% of its overall portfolio holdings.

Number of Shares
385
Previous 319 20.69%
Holding current value
$193,705
Previous $142,000 39.44%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Oct 08, 2024

BUY
$446.32 - $527.38 $29,457 - $34,807
66 Added 20.69%
385 $198,000
Q2 2024

Jul 08, 2024

BUY
$408.56 - $448.91 $1,225 - $1,346
3 Added 0.95%
319 $142,000
Q1 2024

Apr 23, 2024

BUY
$418.48 - $459.72 $20,505 - $22,526
49 Added 18.35%
316 $134,000
Q4 2023

Jan 10, 2024

BUY
$342.48 - $441.84 $13,014 - $16,789
38 Added 16.59%
267 $117,000
Q3 2023

Nov 13, 2023

BUY
$363.06 - $428.41 $34,490 - $40,698
95 Added 70.9%
229 $83,000
Q2 2023

Jul 13, 2023

BUY
$338.83 - $400.89 $45,403 - $53,719
134 New
134 $53,000
Q4 2022

Feb 03, 2023

BUY
$286.62 - $362.67 $3,726 - $4,714
13 New
13 $4,000
Q2 2022

Jul 12, 2022

SELL
$316.03 - $414.99 $36,975 - $48,553
-117 Reduced 94.35%
7 $2,000
Q1 2022

Apr 25, 2022

BUY
$373.37 - $461.1 $2,613 - $3,227
7 Added 5.98%
124 $51,000
Q4 2021

Jan 20, 2022

BUY
$415.85 - $478.97 $29,941 - $34,485
72 Added 160.0%
117 $55,000
Q3 2021

Oct 20, 2021

BUY
$408.95 - $454.05 $10,632 - $11,805
26 Added 136.84%
45 $19,000
Q2 2021

Jul 20, 2021

BUY
$361.2 - $412.36 $6,862 - $7,834
19 New
19 $8,000

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
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