AWM
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Ariadne Wealth Management’s S&P Global SPGI Stock Holding History

Ariadne Wealth Management’s Portfolio SPGI Stock Details SPGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$337K Sell
599
-106
-15% -$59.6K 0.16% 137
2025
Q1 		$358K Buy
705
+145
+26% +$73.6K 0.19% 119
2024
Q4 		$289K Sell
560
-5
-0.9% -$2.58K 0.13% 152
2024
Q3 		$281K Buy
+565
New +$281K 0.15% 141