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S&p Global shares owned by Burns Wealth Management

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Burns Wealth Management from 13F filings

Historical chart of Burns Wealth Management investment in S&p Global

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All positions including S&p Global held by Burns Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global by Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $17M 45k 365.41
2023-06-30 $19M 46k 400.89
2023-03-31 $16M 46k 344.77
2022-12-31 $16M 47k 334.94
2022-09-30 $18M 60k 305.35
2022-06-30 $20M 59k 337.06
2022-03-31 $23M 56k 410.17
2021-12-31 $26M 56k 471.93
2021-09-30 $27M 64k 424.89
2021-06-30 $22M 53k 410.44
2021-03-31 $18M 52k 352.87
2020-12-31 $16M 47k 328.73
2020-09-30 $26M 73k 360.60
2020-06-30 $15M 45k 329.49
2020-03-31 $5.1M 21k 245.04
2019-12-31 $5.3M 20k 273.05
2019-09-30 $4.7M 19k 244.99
2019-06-30 $5.1M 22k 227.80
2019-03-31 $4.8M 23k 210.54
2018-12-31 $3.9M 23k 169.95
2018-09-30 $3.9M 20k 195.41
2018-06-30 $4.1M 20k 203.86
2018-03-31 $4.0M 21k 191.08
2017-12-31 $4.0M 23k 169.41
2017-09-30 $3.8M 24k 156.30
2017-06-30 $3.6M 25k 145.99
2017-03-31 $3.3M 25k 130.58
2016-12-31 $2.9M 27k 107.55
2016-09-30 $3.2M 27k 121.87
2016-06-30 $3.4M 32k 107.27