S&p Global shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in S&p Global
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Quarterly reported holdings in S&p Global by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $480k | 1.1k | 446.03 |
| 2024-03-31 | $499k | 1.2k | 425.44 |
| 2023-12-31 | $520k | 1.2k | 440.54 |
| 2022-12-31 | $1.7M | 5.2k | 334.92 |
| 2022-09-30 | $772k | 2.5k | 305.14 |
| 2022-06-30 | $859k | 2.5k | 337.03 |
| 2022-03-31 | $1.1M | 2.6k | 410.32 |
| 2021-09-30 | $483k | 1.1k | 424.80 |
| 2021-06-30 | $401k | 977 | 410.44 |
| 2021-03-31 | $329k | 931 | 353.38 |
More positions owned by Heritage Wealth Management
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