S&p Global shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in S&p Global
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Quarterly reported holdings in S&p Global by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 2.1k | 486.66 |
| 2025-06-30 | $1.1M | 2.0k | 527.21 |
| 2025-03-31 | $943k | 2.0k | 470.13 |
| 2024-12-31 | $1.0M | 2.0k | 513.40 |
| 2024-09-30 | $1.0M | 2.0k | 516.37 |
| 2024-06-30 | $1.1M | 2.5k | 445.98 |
| 2024-03-31 | $945k | 2.2k | 425.39 |
| 2023-12-31 | $765k | 1.7k | 440.39 |
| 2023-09-30 | $666k | 1.8k | 365.47 |
| 2023-06-30 | $335k | 836 | 400.79 |
| 2023-03-31 | $286k | 829 | 344.87 |
| 2022-12-31 | $248k | 742 | 334.78 |
| 2022-06-30 | $324k | 839 | 386.17 |
| 2022-03-31 | $290k | 708 | 409.60 |
| 2021-12-31 | $75k | 159 | 471.70 |
More positions owned by Confluence Wealth Services
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