AssuredPartners Investment Advisors’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	$246K	Sell	466 -1,013	-68%	-$534K	0.06%	211
2025 Q1	$751K	Sell	1,479 -30	-2%	-$15.2K	0.15%	154
2024 Q4	$752K	Buy	+1,509	New	+$752K	0.15%	147