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AGH Wealth Advisors’s S&P Global SPGI Stock Holding History

AGH Wealth Advisors’s Portfolio SPGI Stock Details SPGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$372K Sell
705
-128
-15% -$67.5K 0.31% 69
2025
Q1 		$423K Sell
833
-20
-2% -$10.2K 0.41% 57
2024
Q4 		$425K Buy
+853
New +$425K 0.39% 56