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S&p Global shares owned by Mission Wealth Management

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Mission Wealth Management from 13F filings

Historical chart of Mission Wealth Management investment in S&p Global

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All positions including S&p Global held by Mission Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global by Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 3.5k 425.45
2023-12-31 $893k 2.0k 440.49
2023-09-30 $667k 1.8k 365.40
2023-06-30 $715k 1.8k 400.83
2023-03-31 $475k 1.4k 344.78
2022-12-31 $452k 1.3k 334.88
2022-09-30 $407k 1.3k 305.10
2022-06-30 $418k 1.2k 337.37
2022-03-31 $501k 1.2k 409.98
2021-12-31 $422k 895 471.51