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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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |
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