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S&p Global shares owned by Oak Harbor Wealth Partners

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

Historical chart of Oak Harbor Wealth Partners investment in S&p Global

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

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Quarterly reported holdings in S&p Global by Oak Harbor Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $790k 1.5k 516.78
2024-06-30 $683k 1.5k 446.12
2024-03-31 $649k 1.5k 425.56
2023-12-31 $659k 1.5k 440.62
2023-09-30 $639k 1.7k 365.47
2023-06-30 $663k 1.7k 400.95
2023-03-31 $597k 1.7k 344.81
2022-12-31 $501k 1.5k 334.97
2022-09-30 $436k 1.4k 305.54
2022-06-30 $441k 1.3k 337.16
2022-03-31 $377k 918 410.68