S&p Global shares owned by CB^T Wealth Management
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by CB^T Wealth Management
from 13F filings
Historical chart of CB^T Wealth Management investment in S&p Global
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Quarterly reported holdings in S&p Global by CB^T Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $289k | 680 | 425.45 |
| 2023-12-31 | $299k | 679 | 440.52 |
| 2023-09-30 | $236k | 646 | 365.41 |
| 2023-06-30 | $339k | 845 | 400.89 |
| 2023-03-31 | $282k | 819 | 344.77 |
| 2022-12-31 | $273k | 815 | 334.97 |
| 2022-09-30 | $249k | 816 | 305.15 |
| 2022-06-30 | $275k | 816 | 337.01 |
| 2022-03-31 | $298k | 726 | 410.47 |
| 2021-12-31 | $256k | 543 | 471.45 |
| 2021-09-30 | $243k | 571 | 425.57 |
| 2021-06-30 | $234k | 571 | 409.81 |
| 2021-03-31 | $201k | 571 | 352.01 |
| 2020-09-30 | $206k | 571 | 360.77 |