S&p Global shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in S&p Global
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Quarterly reported holdings in S&p Global by Balboa Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $821k | 1.9k | 440.58 |
| 2023-09-30 | $479k | 1.3k | 365.53 |
| 2023-06-30 | $519k | 1.3k | 401.02 |
| 2023-03-31 | $561k | 1.6k | 344.85 |
| 2022-12-31 | $731k | 2.2k | 334.88 |
| 2022-09-30 | $1.2M | 4.0k | 305.38 |