Beacon Investment Advisory Services’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$23.8K Buy
2023
Q4
Sell
2023
Q3
$1.73M Buy
2023
Q2
$1.9M Buy
2019
Q1
Sell
2018
Q4
$818K Sell
2018
Q3
$959K Hold
2018
Q2
$1M Hold
2018
Q1
$938K Buy