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S&p Global shares owned by Compass Wealth Management

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Compass Wealth Management from 13F filings

Historical chart of Compass Wealth Management investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Compass Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global by Compass Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $278k 653 425.45
2023-12-31 $288k 653 440.52
2023-09-30 $239k 653 365.41
2023-06-30 $262k 653 400.89
2023-03-31 $225k 653 344.77
2022-12-31 $219k 653 334.94