S&p Global shares owned by Circle Wealth Management
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in S&p Global
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Quarterly reported holdings in S&p Global by Circle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $712k | 1.6k | 440.61 |
| 2023-09-30 | $647k | 1.8k | 365.46 |
| 2023-06-30 | $596k | 1.5k | 400.92 |
| 2023-03-31 | $514k | 1.5k | 344.77 |
| 2022-12-31 | $503k | 1.5k | 334.97 |
| 2022-09-30 | $449k | 1.5k | 305.03 |
| 2022-06-30 | $502k | 1.5k | 336.69 |
| 2022-03-31 | $614k | 1.5k | 410.15 |
| 2021-12-31 | $634k | 1.3k | 472.08 |
| 2021-09-30 | $705k | 1.7k | 424.70 |
| 2021-06-30 | $787k | 1.9k | 410.54 |
| 2021-03-31 | $564k | 1.6k | 353.16 |
| 2020-12-31 | $671k | 2.0k | 328.60 |
| 2020-09-30 | $588k | 1.6k | 360.29 |
| 2020-06-30 | $506k | 1.5k | 329.43 |
| 2020-03-31 | $224k | 916 | 244.54 |
| 2019-12-31 | $256k | 936 | 273.50 |