S&p Global shares owned by BSW Wealth Partners
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by BSW Wealth Partners
from 13F filings
Historical chart of BSW Wealth Partners investment in S&p Global
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Quarterly reported holdings in S&p Global by BSW Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $688k | 1.3k | 516.75 |
| 2024-06-30 | $497k | 1.1k | 446.10 |
| 2024-03-31 | $476k | 1.1k | 425.55 |
| 2023-12-31 | $256k | 582 | 440.63 |
| 2023-06-30 | $211k | 527 | 401.00 |
| 2022-06-30 | $490k | 1.5k | 336.77 |
| 2022-03-31 | $731k | 1.8k | 410.44 |
| 2021-12-31 | $396k | 838 | 472.55 |
| 2021-09-30 | $331k | 778 | 425.45 |
| 2021-06-30 | $224k | 546 | 410.26 |
| 2021-03-31 | $207k | 585 | 353.85 |
| 2020-09-30 | $204k | 567 | 359.79 |
| 2020-06-30 | $257k | 779 | 329.91 |