S&p Global shares owned by Legacy Wealth Management, LLC / MS
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Legacy Wealth Management, LLC / MS
from 13F filings
Historical chart of Legacy Wealth Management, LLC / MS investment in S&p Global
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Quarterly reported holdings in S&p Global by Legacy Wealth Management, LLC / MS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $243k | 500 | 486.71 |
| 2025-06-30 | $264k | 500 | 527.29 |
| 2025-03-31 | $254k | 500 | 508.10 |
| 2024-12-31 | $249k | 500 | 498.03 |
| 2024-09-30 | $258k | 500 | 516.62 |
| 2024-06-30 | $270k | 605 | 446.00 |
| 2024-03-31 | $257k | 605 | 425.45 |
| 2023-12-31 | $267k | 605 | 440.52 |
| 2023-09-30 | $221k | 605 | 365.41 |
| 2023-06-30 | $275k | 685 | 400.89 |
| 2023-03-31 | $241k | 699 | 344.77 |
| 2022-12-31 | $234k | 699 | 334.94 |
| 2022-09-30 | $213k | 699 | 305.35 |
| 2022-06-30 | $232k | 689 | 337.06 |
| 2022-03-31 | $283k | 689 | 410.18 |
| 2021-12-31 | $308k | 652 | 471.93 |
| 2021-09-30 | $277k | 652 | 424.89 |
| 2021-06-30 | $268k | 652 | 410.45 |
| 2021-03-31 | $230k | 652 | 352.87 |
| 2020-09-30 | $316k | 875 | 360.60 |
| 2020-06-30 | $288k | 875 | 329.48 |
| 2020-03-31 | $214k | 875 | 245.05 |
| 2019-12-31 | $239k | 875 | 273.05 |
More positions owned by Legacy Wealth Management, LLC / MS
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