S&p Global shares owned by Wealthsource Partners
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in S&p Global
Tip: Access up to 7 years of quarterly data
All positions including S&p Global held by Wealthsource Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv![Download consolidated filings csv](/static/img/csv.png)
![Download consolidated filings xlsx](/static/img/microsoft-excel.png)
Quarterly reported holdings in S&p Global by Wealthsource Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $1.6M | 3.6k | 440.52 |
2023-09-30 | $1.3M | 3.6k | 365.41 |
2023-06-30 | $1.4M | 3.6k | 400.89 |
2023-03-31 | $612k | 1.8k | 344.77 |
2022-12-31 | $598k | 1.8k | 334.94 |
2022-09-30 | $527k | 1.7k | 305.33 |
2022-06-30 | $502k | 1.5k | 337.37 |
2022-03-31 | $715k | 1.7k | 410.45 |
2021-12-31 | $806k | 1.7k | 472.17 |
2021-09-30 | $646k | 1.5k | 425.00 |
2021-06-30 | $628k | 1.5k | 410.46 |
2021-03-31 | $667k | 1.9k | 352.91 |
2020-12-31 | $640k | 1.9k | 328.71 |
2020-09-30 | $688k | 1.9k | 360.40 |
2020-06-30 | $996k | 3.0k | 329.58 |
2020-03-31 | $765k | 3.1k | 245.04 |
2019-12-31 | $721k | 2.6k | 273.00 |
2018-09-30 | $204k | 1.0k | 195.59 |