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
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Quarterly reported holdings in S&p Global by Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $268k | 550 | 486.71 |
| 2025-06-30 | $290k | 550 | 527.29 |
| 2025-03-31 | $332k | 653 | 508.10 |
| 2024-12-31 | $325k | 653 | 498.03 |
| 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 |