S&p Global shares owned by Avitas Wealth Management
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Avitas Wealth Management
from 13F filings
Historical chart of Avitas Wealth Management investment in S&p Global
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Quarterly reported holdings in S&p Global by Avitas Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.0M | 4.0k | 498.03 |
| 2024-09-30 | $2.1M | 4.0k | 516.62 |
| 2024-06-30 | $1.8M | 4.1k | 446.00 |
| 2024-03-31 | $1.7M | 4.1k | 425.45 |
| 2023-12-31 | $1.8M | 4.1k | 440.52 |
| 2023-09-30 | $1.5M | 4.1k | 365.41 |
| 2023-06-30 | $1.7M | 4.2k | 400.89 |
| 2023-03-31 | $1.4M | 4.2k | 344.77 |
| 2022-12-31 | $1.4M | 4.2k | 334.94 |
| 2022-09-30 | $1.3M | 4.2k | 305.26 |
| 2022-06-30 | $1.4M | 4.2k | 337.03 |
| 2022-03-31 | $1.6M | 3.9k | 410.18 |
| 2020-12-31 | $613k | 1.9k | 328.86 |
| 2020-09-30 | $652k | 1.8k | 360.42 |
| 2020-06-30 | $574k | 1.7k | 329.32 |
| 2020-03-31 | $431k | 1.8k | 244.89 |
| 2019-12-31 | $1.2M | 4.5k | 272.99 |
| 2019-09-30 | $1.1M | 4.5k | 244.92 |
| 2019-06-30 | $1.0M | 4.5k | 227.78 |
| 2019-03-31 | $971k | 4.6k | 210.49 |
| 2018-12-31 | $832k | 4.9k | 169.87 |
| 2018-09-30 | $959k | 4.9k | 195.47 |
| 2018-06-30 | $913k | 4.5k | 203.98 |