S&p Global shares owned by Palumbo Wealth Management
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Palumbo Wealth Management
from 13F filings
Historical chart of Palumbo Wealth Management investment in S&p Global
Tip: Access up to 7 years of quarterly data
All positions including S&p Global held by Palumbo Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in S&p Global by Palumbo Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 2.5k | 459.68 |
| 2025-06-30 | $1.3M | 2.5k | 527.39 |
| 2025-03-31 | $1.3M | 2.6k | 508.10 |
| 2024-12-31 | $1.2M | 2.4k | 498.11 |
| 2024-09-30 | $1.2M | 2.4k | 516.65 |
| 2024-06-30 | $1.1M | 2.4k | 446.00 |
| 2024-03-31 | $1.0M | 2.4k | 425.45 |
| 2023-12-31 | $1.0M | 2.4k | 440.51 |
| 2023-09-30 | $861k | 2.4k | 365.39 |
| 2023-06-30 | $942k | 2.4k | 400.97 |
| 2023-03-31 | $808k | 2.3k | 344.75 |
| 2022-12-31 | $783k | 2.3k | 334.88 |
| 2022-09-30 | $718k | 2.4k | 305.53 |
| 2022-06-30 | $790k | 2.3k | 337.03 |
| 2022-03-31 | $959k | 2.3k | 410.00 |
| 2021-12-31 | $1.1M | 2.3k | 471.72 |
| 2021-09-30 | $990k | 2.3k | 424.89 |
| 2021-06-30 | $955k | 2.3k | 410.58 |
| 2021-03-31 | $725k | 2.1k | 352.97 |
| 2020-12-31 | $674k | 2.1k | 328.78 |