S&p Global shares owned by Williams Jones Wealth Management
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Williams Jones Wealth Management
from 13F filings
Historical chart of Williams Jones Wealth Management investment in S&p Global
Tip: Access up to 7 years of quarterly data
All positions including S&p Global held by Williams Jones Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in S&p Global by Williams Jones Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $4.0M | 7.7k | 516.62 |
2024-06-30 | $3.4M | 7.6k | 446.00 |
2024-03-31 | $3.2M | 7.5k | 425.45 |
2023-09-30 | $2.7M | 7.4k | 365.41 |
2023-06-30 | $3.0M | 7.5k | 400.89 |
2023-03-31 | $2.4M | 6.9k | 344.77 |
2022-12-31 | $2.3M | 6.9k | 334.94 |
2022-09-30 | $2.1M | 7.0k | 305.37 |
2022-06-30 | $2.2M | 6.4k | 337.06 |
2022-03-31 | $858k | 2.1k | 410.13 |
2021-12-31 | $424k | 899 | 471.64 |
2021-09-30 | $382k | 899 | 424.92 |
2021-06-30 | $372k | 907 | 410.14 |
2021-03-31 | $319k | 904 | 352.88 |
2020-12-31 | $301k | 917 | 328.24 |
2020-09-30 | $332k | 922 | 360.09 |
2020-06-30 | $310k | 941 | 329.44 |
2020-03-31 | $225k | 919 | 244.83 |
2019-12-31 | $244k | 893 | 273.24 |
2019-09-30 | $219k | 893 | 245.24 |
More positions owned by Williams Jones Wealth Management
View all positions for Williams Jones Wealth Management