A detailed history of Transform Wealth, LLC transactions in S&P Global Inc. stock. As of the latest transaction made, Transform Wealth, LLC holds 3,580 shares of SPGI stock, worth $1.83 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,580
Previous 3,582 0.06%
Holding current value
$1.83 Million
Previous $1.52 Million 4.79%
% of portfolio
0.12%
Previous 0.15%

Shares

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

Jul 15, 2024

SELL
$408.56 - $448.91 $817 - $897
-2 Reduced 0.06%
3,580 $1.6 Million
Q1 2024

Apr 15, 2024

BUY
$418.48 - $459.72 $836 - $919
2 Added 0.06%
3,582 $1.52 Million
Q4 2023

Jan 18, 2024

SELL
$342.48 - $441.84 $110,278 - $142,272
-322 Reduced 8.25%
3,580 $1.58 Million
Q3 2023

Oct 10, 2023

SELL
$363.06 - $428.41 $2.07 Million - $2.44 Million
-5,700 Reduced 59.36%
3,902 $1.43 Million
Q1 2023

Apr 14, 2023

BUY
$324.79 - $383.16 $1.17 Million - $1.38 Million
3,608 Added 60.19%
9,602 $3.31 Million
Q4 2022

Jan 12, 2023

BUY
$286.62 - $362.67 $1.37 Million - $1.74 Million
4,796 Added 400.33%
5,994 $0
Q3 2022

Oct 21, 2022

SELL
$305.35 - $393.2 $86,414 - $111,275
-283 Reduced 19.11%
1,198 $366,000
Q2 2022

Jul 15, 2022

SELL
$316.03 - $414.99 $193,094 - $253,558
-611 Reduced 29.21%
1,481 $499,000
Q1 2022

Apr 25, 2022

BUY
$373.37 - $461.1 $168,016 - $207,495
450 Added 27.41%
2,092 $859,000
Q4 2021

Jan 26, 2022

SELL
$415.85 - $478.97 $79,843 - $91,962
-192 Reduced 10.47%
1,642 $775,000
Q3 2021

Oct 15, 2021

SELL
$408.95 - $454.05 $74,428 - $82,637
-182 Reduced 9.03%
1,834 $779,000
Q2 2021

Jul 20, 2021

BUY
$361.2 - $412.36 $52,374 - $59,792
145 Added 7.75%
2,016 $827,000
Q1 2021

Apr 22, 2021

SELL
$305.95 - $361.74 $3,365 - $3,979
-11 Reduced 0.58%
1,871 $660,000
Q4 2020

Jan 20, 2021

BUY
$313.63 - $364.97 $590,251 - $686,873
1,882 New
1,882 $619,000

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 $167B
  • 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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