S&p Global shares owned by Mission Wealth Management
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Mission Wealth Management
from 13F filings
Historical chart of Mission Wealth Management investment in S&p Global
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Quarterly reported holdings in S&p Global by Mission Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 3.8k | 516.62 |
| 2024-06-30 | $1.7M | 3.7k | 445.95 |
| 2024-03-31 | $1.5M | 3.5k | 425.45 |
| 2023-12-31 | $893k | 2.0k | 440.49 |
| 2023-09-30 | $667k | 1.8k | 365.40 |
| 2023-06-30 | $715k | 1.8k | 400.83 |
| 2023-03-31 | $475k | 1.4k | 344.78 |
| 2022-12-31 | $452k | 1.3k | 334.88 |
| 2022-09-30 | $407k | 1.3k | 305.10 |
| 2022-06-30 | $418k | 1.2k | 337.37 |
| 2022-03-31 | $501k | 1.2k | 409.98 |
| 2021-12-31 | $422k | 895 | 471.51 |