HighMark Wealth Management »

S&p Global shares owned by HighMark Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $128k 300 425.45
2023-12-31 $132k 300 440.52
2023-09-30 $110k 300 365.41
2023-06-30 $120k 300 400.89
2023-03-31 $125k 363 344.77
2022-03-31 $6.0k 14 428.57
2020-12-31 $9.0k 26 346.15
2020-09-30 $9.0k 26 346.15
2020-06-30 $13k 38 342.11
2020-03-31 $6.0k 26 230.77
2019-12-31 $9.0k 34 264.71