S&p Global shares owned by Regent Peak Wealth Advisors
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Regent Peak Wealth Advisors
from 13F filings
Historical chart of Regent Peak Wealth Advisors investment in S&p Global
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Quarterly reported holdings in S&p Global by Regent Peak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $516k | 1.0k | 498.03 |
| 2024-09-30 | $526k | 1.0k | 516.62 |
| 2024-06-30 | $448k | 1.0k | 446.00 |
| 2024-03-31 | $417k | 981 | 425.45 |
| 2023-12-31 | $426k | 966 | 440.52 |
| 2023-09-30 | $349k | 955 | 365.41 |
| 2023-06-30 | $372k | 929 | 400.89 |
| 2023-03-31 | $316k | 915 | 344.77 |
| 2022-12-31 | $301k | 898 | 334.94 |
| 2022-09-30 | $283k | 927 | 305.29 |
| 2022-06-30 | $310k | 921 | 336.59 |
| 2022-03-31 | $388k | 946 | 410.15 |
| 2021-12-31 | $324k | 686 | 472.30 |
| 2021-09-30 | $283k | 666 | 424.92 |
| 2021-06-30 | $283k | 660 | 428.79 |
| 2021-03-31 | $225k | 639 | 352.11 |
| 2020-12-31 | $199k | 606 | 328.38 |
| 2020-09-30 | $216k | 598 | 361.20 |
More positions owned by Regent Peak Wealth Advisors
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