Cornerstone Wealth Advisors »

S&p Global shares owned by Cornerstone Wealth Advisors

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Cornerstone Wealth Advisors from 13F filings

Historical chart of Cornerstone Wealth Advisors investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Cornerstone Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in S&p Global by Cornerstone Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $493k 955 516.62
2024-06-30 $426k 955 446.00
2024-03-31 $406k 955 425.45
2023-12-31 $421k 955 440.52
2023-09-30 $349k 955 365.41
2023-06-30 $383k 955 400.89
2023-03-31 $329k 955 344.77
2022-12-31 $320k 955 334.94
2022-09-30 $292k 955 305.76
2022-06-30 $329k 975 337.44
2022-03-31 $400k 975 410.26
2021-12-31 $460k 975 471.79
2021-09-30 $414k 975 424.62
2021-06-30 $394k 955 412.57