Number of Shares
89,710.00
Current Holdings Value*
$45.58 Mil
% of Portfolio
3.08%
Total Estimate Gain
$11.96 Mil
% of Total Estimate Gain
26.28%

Segment Wealth Management, LLC's S&P Global Inc Holding Summary

As of 2025-03-31, Segment Wealth Management, LLC held 89,710.00 shares of S&P Global Inc(SPGI), totaling $45.58 Mil. This investment constitutes 3.08% of their stock portfolio, and Segment Wealth Management, LLC now holds 0.03% of the outstanding S&P Global Inc(SPGI) stock.

The initial trade took place in 2018Q2. And since then Segment Wealth Management, LLC has made 17 purchases of SPGI, at an average price of $409.79, for a total of 111,019.00 shares. In addition, there have been 10 sales at an average price of $488.54 for 21,309.00 shares. Based on historical transaction data and SPGI's current price of $524.36, Segment Wealth Management, LLC's estimated gain on his SPGI holdings is $11.96 Mil, reflecting a 26.28% gain to date.

Segment Wealth Management, LLC SPGI ($524.36) Holding Chart

Segment Wealth Management, LLC SPGI ($524.36) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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