1858 Wealth Management’s S&P Global SPGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$266K	Buy	504 +100	+25%	+$52.7K	0.2%	92
2025 Q1	$205K	Hold	404	–	–	0.17%	112
2024 Q4	$201K	Hold	404	–	–	0.16%	120
2024 Q3	$209K	Buy	+404	New	+$209K	0.17%	117