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S&p Global shares owned by Curi Wealth Management

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

Historical chart of Curi Wealth Management investment in S&p Global

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in S&p Global by Curi Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $349k 792 440.52
2023-09-30 $291k 796 365.41
2023-06-30 $327k 816 400.89
2023-03-31 $281k 816 344.77
2022-12-31 $268k 799 334.94
2022-09-30 $244k 799 305.38
2022-06-30 $440k 1.3k 337.16
2022-03-31 $526k 1.3k 409.66
2021-12-31 $3.0k 8 375.00
2020-12-31 $2.0k 8 250.00