A detailed history of Beaumont Financial Advisors, LLC transactions in S&P Global Inc. stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 2,020 shares of SPGI stock, worth $981,255. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,020
Previous 2,366 14.62%
Holding current value
$981,255
Previous $1.06 Million 1.14%
% of portfolio
0.09%
Previous 0.1%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

SELL
$446.32 - $527.38 $154,426 - $182,473
-346 Reduced 14.62%
2,020 $1.04 Million
Q2 2024

Jul 24, 2024

SELL
$408.56 - $448.91 $17,568 - $19,303
-43 Reduced 1.78%
2,366 $1.06 Million
Q1 2024

May 10, 2024

SELL
$418.48 - $459.72 $41,011 - $45,052
-98 Reduced 3.91%
2,409 $1.02 Million
Q4 2023

Jan 31, 2024

SELL
$342.48 - $441.84 $5,479 - $7,069
-16 Reduced 0.63%
2,507 $1.1 Million
Q3 2023

Nov 01, 2023

SELL
$363.06 - $428.41 $46,834 - $55,264
-129 Reduced 4.86%
2,523 $921,000
Q2 2023

Aug 02, 2023

SELL
$338.83 - $400.89 $39,981 - $47,305
-118 Reduced 4.26%
2,652 $1.06 Million
Q1 2023

May 08, 2023

SELL
$324.79 - $383.16 $26,632 - $31,419
-82 Reduced 2.88%
2,770 $955,000
Q4 2022

Jan 25, 2023

BUY
$286.62 - $362.67 $817,440 - $1.03 Million
2,852 New
2,852 $0

Others Institutions Holding SPGI

About S&P Global Inc.


  • Ticker SPGI
  • Exchange NYSE
  • Sector Financial Services
  • Industry Financial Data & Stock Exchanges
  • Shares Outstandng 325,800,000
  • Market Cap $158B
  • Description
  • S&P Global Inc., together with its subsidiaries, provides credit ratings, benchmarks, analytics, and workflow solutions in the global capital, commodity, and automotive markets. It operates in six divisions: S&P Global Ratings, S&P Dow Jones Indices, S&P Global Commodity Insights, S&P Global Market Intelligence, S&P Globa...
More about SPGI
Track This Portfolio

Track Beaumont Financial Advisors, LLC Portfolio

Follow Beaumont Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaumont Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Financial Advisors, LLC with notifications on news.