S&p Global shares owned by Evermay Wealth Management
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Evermay Wealth Management
from 13F filings
Historical chart of Evermay Wealth Management investment in S&p Global
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Quarterly reported holdings in S&p Global by Evermay Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $163k | 335 | 486.71 |
| 2025-06-30 | $177k | 335 | 527.29 |
| 2025-03-31 | $170k | 335 | 508.10 |
| 2024-12-31 | $167k | 335 | 498.03 |
| 2024-09-30 | $173k | 335 | 516.62 |
| 2024-06-30 | $149k | 335 | 446.00 |
| 2024-03-31 | $143k | 335 | 425.45 |
| 2023-12-31 | $67k | 153 | 440.52 |
| 2023-09-30 | $55k | 150 | 365.41 |
| 2023-06-30 | $60k | 150 | 400.89 |
| 2023-03-31 | $52k | 150 | 344.77 |
| 2022-12-31 | $50k | 150 | 334.94 |
| 2022-09-30 | $46k | 150 | 306.67 |
| 2022-06-30 | $51k | 150 | 340.00 |
| 2022-03-31 | $62k | 150 | 413.33 |
| 2021-12-31 | $71k | 150 | 473.33 |
| 2021-09-30 | $64k | 150 | 426.67 |
| 2021-06-30 | $62k | 150 | 413.33 |