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

Accel Wealth Management’s Portfolio SPGI Stock Details SPGI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$463K	Sell
2025 Q2	$555K	Sell
2025 Q1	$537K	Buy
2024 Q4	$523K	Buy
2024 Q3	$542K	Buy
2024 Q2	$465K	Hold
2024 Q1	$444K	Buy