Ameliora Wealth Management’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
$494K Sell
2025
Q1
$704K Buy
2024
Q4
$660K Hold
2024
Q3
$685K Buy
2024
Q2
$555K Hold
2024
Q1
$530K Hold
2023
Q4
$548K Buy