S&p Global shares owned by Compass Wealth Management
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in S&p Global
Tip: Access up to 7 years of quarterly data
All positions including S&p Global held by Compass Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in S&p Global by Compass Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $337k | 653 | 516.62 |
2024-06-30 | $291k | 653 | 446.00 |
2024-03-31 | $278k | 653 | 425.45 |
2023-12-31 | $288k | 653 | 440.52 |
2023-09-30 | $239k | 653 | 365.41 |
2023-06-30 | $262k | 653 | 400.89 |
2023-03-31 | $225k | 653 | 344.77 |
2022-12-31 | $219k | 653 | 334.94 |