Alpha Family Trust’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$485K Hold
2025
Q1
$467K Hold
2024
Q4
$458K Hold
2024
Q3
$475K Hold
2024
Q2
$410K Hold
2024
Q1
$391K Hold
2023
Q4
$405K Hold
2023
Q3
$336K Hold
2023
Q2
$369K Hold
2023
Q1
$317K Sell
2022
Q4
$348K Buy