S&P GLOBAL INC

Ticker: SPGI CUSIP: 78409V104 Class: COM

Confluence Wealth Services, Inc.'s Holding History (CIK: 0001910411)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,984 Value ($000) $1,036 Avg Close $494.21 Range $469.08 - $532.46
Q3 2025
Shares 2,067 Value ($000) $1,006 Avg Close $533.84 Range $481.42 - $576.91
Q2 2025
Shares 2,039 Value ($000) $1,075 Avg Close $496.65 Range $424.77 - $526.21
Q1 2025
Shares 2,005 Value ($000) $943 Avg Close $507.58 Range $471.41 - $541.39
Q4 2024
Shares 1,975 Value ($000) $1,014 Avg Close $503.12 Range $472.96 - $528.45
Q3 2024
Shares 1,986 Value ($000) $1,026 Avg Close $489.86 Range $439.26 - $523.23
Q2 2024
Shares 2,488 Value ($000) $1,110 Avg Close $423.77 Range $402.41 - $446.08
Q1 2024
Shares 2,222 Value ($000) $945 Avg Close $427.27 Range $407.45 - $454.24
Q4 2023
Shares 1,737 Value ($000) $765 Avg Close $388.21 Range $334.65 - $437.06
Q3 2023
Shares 1,821 Value ($000) $666 Avg Close $385.89 Range $354.72 - $420.32
Q2 2023
Shares 836 Value ($000) $335 Avg Close $357.76 Range $322.24 - $397.77
Q1 2023
Shares 829 Value ($000) $286 Avg Close $343.70 Range $314.11 - $378.92
Q4 2022
Shares 742 Value ($000) $248 Avg Close $321.12 Range $271.84 - $357.48
Q2 2022
Shares 839 Value ($000) $324 Avg Close $345.63 Range $302.84 - $404.29
Q1 2022
Shares 708 Value ($000) $290 Avg Close $394.19 Range $352.15 - $457.13
Q4 2021
Shares 159 Value ($000) $75 Avg Close $441.83 Range $400.49 - $468.13