S&p Global shares owned by GoalVest Advisory
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory investment in S&p Global
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Quarterly reported holdings in S&p Global by GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $94k | 221 | 425.47 |
| 2023-12-31 | $73k | 166 | 440.55 |
| 2023-09-30 | $55k | 150 | 365.43 |
| 2023-06-30 | $45k | 112 | 400.93 |
| 2023-03-31 | $20k | 58 | 344.83 |
| 2022-12-31 | $22k | 67 | 335.00 |
| 2022-09-30 | $20k | 67 | 298.51 |
| 2022-06-30 | $649k | 1.9k | 344.48 |
| 2022-03-31 | $763k | 1.9k | 409.99 |
| 2021-06-30 | $1.2M | 3.0k | 410.61 |
| 2021-03-31 | $1.0M | 2.9k | 352.94 |
| 2020-12-31 | $797k | 2.4k | 328.80 |