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
Download as csv Download as ExcelQuarterly 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 |