Badgley Phelps Wealth Managers’s S&P Global SPGI Stock Holding History

Badgley Phelps Wealth Managers’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	$5.35M	Buy
2025 Q2	$217K	Sell
2025 Q1	$213K	Buy
2024 Q4	–	Sell
2024 Q3	$231K	Buy
2023 Q4	–	Sell
2023 Q3	$251K	Sell
2023 Q2	$773K	Buy