Alaethes Wealth’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	$2.3M	Buy	4,361 +161	+4%	+$84.9K	0.69%	47
2025 Q1	$2.13M	Buy	4,200 +126	+3%	+$64K	0.78%	43
2024 Q4	$2.03M	Buy	+4,074	New	+$2.03M	0.73%	45