S&p Global shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in S&p Global
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Quarterly reported holdings in S&p Global by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $525k | 1.1k | 486.89 |
| 2025-06-30 | $544k | 1.0k | 527.47 |
| 2025-03-31 | $510k | 1.0k | 508.26 |
| 2024-12-31 | $440k | 883 | 498.19 |
| 2024-09-30 | $395k | 764 | 516.78 |
| 2024-06-30 | $339k | 759 | 446.14 |
| 2024-03-31 | $323k | 760 | 425.56 |
| 2023-12-31 | $320k | 727 | 440.61 |
| 2023-09-30 | $702k | 1.9k | 365.48 |
| 2023-06-30 | $571k | 1.4k | 400.95 |
| 2023-03-31 | $226k | 654 | 344.77 |
| 2022-12-31 | $7.4k | 22 | 337.05 |
| 2022-06-30 | $37k | 110 | 336.36 |
| 2022-03-31 | $40k | 97 | 412.37 |
| 2021-12-31 | $51k | 109 | 467.89 |
| 2021-09-30 | $34k | 80 | 425.00 |
| 2021-06-30 | $35k | 85 | 411.76 |
| 2021-03-31 | $80k | 226 | 353.98 |
| 2020-12-31 | $35k | 107 | 327.10 |