S&p Global shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in S&p Global
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Quarterly reported holdings in S&p Global by BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $153k | 381 | 400.89 |
| 2023-03-31 | $12k | 35 | 345.77 |
| 2022-12-31 | $12k | 35 | 335.89 |
| 2022-09-30 | $11k | 35 | 314.29 |
| 2022-06-30 | $12k | 35 | 342.86 |
| 2022-03-31 | $14k | 35 | 400.00 |
| 2021-12-31 | $9.0k | 20 | 450.00 |
| 2021-09-30 | $9.0k | 20 | 450.00 |
| 2021-06-30 | $8.0k | 20 | 400.00 |
| 2021-03-31 | $7.0k | 20 | 350.00 |
| 2020-12-31 | $7.0k | 20 | 350.00 |
| 2020-09-30 | $9.0k | 26 | 346.15 |
| 2020-06-30 | $9.0k | 26 | 346.15 |
| 2020-03-31 | $4.0k | 17 | 235.29 |
| 2019-12-31 | $3.0k | 11 | 272.73 |
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