A detailed history of Western Wealth Management, LLC transactions in S&P Global Inc. stock. As of the latest transaction made, Western Wealth Management, LLC holds 3,078 shares of SPGI stock, worth $1.4 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,078
Previous 2,865 7.43%
Holding current value
$1.4 Million
Previous $1.26 Million 3.72%
% of portfolio
0.1%
Previous 0.09%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024

BUY
$418.48 - $459.72 $89,136 - $97,920
213 Added 7.43%
3,078 $1.31 Million
Q4 2023

Jan 31, 2024

BUY
$342.48 - $441.84 $202,063 - $260,685
590 Added 25.93%
2,865 $1.26 Million
Q3 2023

Nov 07, 2023

BUY
$363.06 - $428.41 $575,813 - $679,458
1,586 Added 230.19%
2,275 $831,000
Q2 2023

Aug 30, 2023

SELL
$338.83 - $400.89 $11,520 - $13,630
-34 Reduced 4.7%
689 $276,000
Q1 2023

Aug 30, 2023

BUY
$324.79 - $383.16 $16,889 - $19,924
52 Added 7.75%
723 $249,000
Q4 2022

Feb 02, 2023

SELL
$286.62 - $362.67 $374,898 - $474,372
-1,308 Reduced 66.09%
671 $224,000
Q3 2022

Nov 04, 2022

BUY
$305.35 - $393.2 $66,871 - $86,110
219 Added 12.44%
1,979 $606,000
Q2 2022

Jul 18, 2022

SELL
$316.03 - $414.99 $25,914 - $34,029
-82 Reduced 4.45%
1,760 $596,000
Q1 2022

May 10, 2022

BUY
$373.37 - $461.1 $451,030 - $557,008
1,208 Added 190.54%
1,842 $756,000
Q4 2021

Feb 14, 2022

BUY
$415.85 - $478.97 $263,648 - $303,666
634 New
634 $301,000

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 $148B
  • 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 Western Wealth Management, LLC Portfolio

Follow Western Wealth Management, 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 Western Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Western Wealth Management, LLC with notifications on news.