Angeles Wealth Management’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	$369K	Buy	699 +134	+24%	+$70.7K	0.03%	223
2025 Q1	$287K	Buy	565 +13	+2%	+$6.61K	0.02%	223
2024 Q4	$275K	Buy	552 +70	+15%	+$34.9K	0.02%	232
2024 Q3	$249K	Buy	+482	New	+$249K	0.02%	233