S&p Global shares owned by Outlook Wealth Advisors
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Outlook Wealth Advisors
from 13F filings
Historical chart of Outlook Wealth Advisors investment in S&p Global
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Quarterly reported holdings in S&p Global by Outlook Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $951k | 2.0k | 486.61 |
| 2025-06-30 | $1.0M | 2.0k | 527.19 |
| 2025-03-31 | $993k | 2.0k | 507.99 |
| 2024-12-31 | $973k | 2.0k | 497.93 |
| 2024-09-30 | $1.0M | 2.0k | 516.51 |
| 2024-06-30 | $1.1M | 2.5k | 445.93 |
| 2024-03-31 | $1.1M | 2.5k | 425.38 |
| 2023-12-31 | $1.1M | 2.5k | 440.45 |
| 2023-09-30 | $915k | 2.5k | 365.35 |
| 2023-06-30 | $1.0M | 2.5k | 400.82 |
| 2023-03-31 | $864k | 2.5k | 344.71 |
| 2022-12-31 | $839k | 2.5k | 334.89 |
| 2022-09-30 | $813k | 2.7k | 305.29 |
| 2022-06-30 | $898k | 2.7k | 337.21 |
| 2022-03-31 | $1.1M | 2.7k | 410.22 |