S&p Global shares owned by WR Wealth Planners
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by WR Wealth Planners
from 13F filings
Historical chart of WR Wealth Planners investment in S&p Global
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Quarterly reported holdings in S&p Global by WR Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $557k | 1.1k | 516.62 |
| 2024-06-30 | $480k | 1.1k | 446.00 |
| 2024-03-31 | $450k | 1.1k | 425.45 |
| 2023-12-31 | $463k | 1.1k | 440.52 |
| 2023-09-30 | $384k | 1.1k | 365.41 |
| 2023-06-30 | $525k | 1.3k | 400.89 |
| 2023-03-31 | $176k | 509 | 344.77 |
| 2022-09-30 | $305 | 1 | 305.00 |