BOURGEON CAPITAL MANAGEMENT LLC's ownership history for SPY

BOURGEON CAPITAL MANAGEMENT LLC currently holds 5.2K shares with a market value of $3.5M. It started holding SPY on 2024-09-30. At its peak, it held 5.2K shares on 2025-12-31. Its highest holding value was $3.5M on 2025-12-31. At its lowest, it held 2.6K shares on 2025-03-31, with a value of $1.5M on 2025-03-31. In the recent 180 days, BOURGEON CAPITAL MANAGEMENT LLC has increased its shares by 2.4K. In the recent year, BOURGEON CAPITAL MANAGEMENT LLC has increased its shares by 2.4K.

It has also owned 30 contracts of puts, with the market value of the underlying securities totaling $2.0M on 2025-09-30. At its peak, it held 30 contracts of puts on 2025-09-30 and it owned puts with the market value of the underlying securities totaling $2.0M on 2025-12-31. At its lowest, it held 30 contracts of puts on 2025-09-30 and it owned puts with the market value of the underlying securities totaling $2.0M on 2025-09-30.