Avidian Wealth Enterprises’s S&P Global SPGI Stock Holding History

Avidian Wealth Enterprises’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$266K	Buy
2025 Q2	$255K	Buy
2025 Q1	$241K	Sell
2024 Q4	$238K	Buy
2024 Q3	$212K	Buy
2022 Q2	–	Sell
2022 Q1	$339K	Sell
2021 Q4	$393K	Buy
2020 Q1	–	Sell
2019 Q4	$713K	Sell
2019 Q3	$1M	Buy