A detailed history of Wambolt & Associates, LLC transactions in S&P Global Inc. stock. As of the latest transaction made, Wambolt & Associates, LLC holds 1,243 shares of SPGI stock, worth $608,709. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,243
Previous 1,243 -0.0%
Holding current value
$608,709
Previous $528,000 4.92%
% of portfolio
0.16%
Previous 0.16%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

BUY
$418.48 - $459.72 $5,858 - $6,436
14 Added 1.14%
1,243 $528,000
Q4 2023

Feb 07, 2024

SELL
$342.48 - $441.84 $18,151 - $23,417
-53 Reduced 4.13%
1,229 $541,000
Q3 2023

Nov 06, 2023

BUY
$363.06 - $428.41 $10,165 - $11,995
28 Added 2.23%
1,282 $468,000
Q2 2023

Aug 02, 2023

SELL
$338.83 - $400.89 $13,553 - $16,035
-40 Reduced 3.09%
1,254 $502,000
Q1 2023

May 05, 2023

SELL
$324.79 - $383.16 $14,290 - $16,859
-44 Reduced 3.29%
1,294 $446,000
Q4 2022

Jan 31, 2023

SELL
$286.62 - $362.67 $7,165 - $9,066
-25 Reduced 1.83%
1,338 $448,000
Q2 2022

Aug 01, 2022

SELL
$316.03 - $414.99 $7,268 - $9,544
-23 Reduced 1.66%
1,363 $459,000
Q1 2022

May 10, 2022

SELL
$373.37 - $461.1 $7,467 - $9,222
-20 Reduced 1.42%
1,386 $565,000
Q4 2021

Feb 08, 2022

BUY
$415.85 - $478.97 $2,079 - $2,394
5 Added 0.36%
1,406 $664,000
Q3 2021

Oct 20, 2021

SELL
$408.95 - $454.05 $2,453 - $2,724
-6 Reduced 0.43%
1,401 $600,000
Q2 2021

Aug 13, 2021

BUY
$361.2 - $412.36 $11,558 - $13,195
32 Added 2.33%
1,407 $580,000
Q1 2021

Apr 19, 2021

SELL
$305.95 - $361.74 $9,790 - $11,575
-32 Reduced 2.27%
1,375 $499,000
Q4 2020

Jan 19, 2021

BUY
$313.63 - $364.97 $57,707 - $67,154
184 Added 15.04%
1,407 $463,000
Q1 2020

May 11, 2020

SELL
$192.05 - $311.16 $13,635 - $22,092
-71 Reduced 5.49%
1,223 $300,000
Q4 2019

Feb 10, 2020

SELL
$236.44 - $274.38 $5,911 - $6,859
-25 Reduced 1.9%
1,294 $353,000
Q3 2019

Oct 15, 2019

SELL
$231.48 - $267.75 $96,527 - $111,651
-417 Reduced 24.02%
1,319 $323,000
Q2 2019

Jul 26, 2019

SELL
$208.68 - $231.28 $1,669 - $1,850
-8 Reduced 0.46%
1,736 $395,000
Q1 2019

Apr 11, 2019

BUY
$164.37 - $210.55 $8,711 - $11,159
53 Added 3.13%
1,744 $375,000
Q4 2018

Jan 29, 2019

BUY
$159.0 - $199.41 $268,869 - $337,202
1,691 New
1,691 $287,000

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 $160B
  • 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
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