Beaird Harris Wealth Management’s S&P Global SPGI Stock Holding History

Beaird Harris Wealth Management’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	$9.73K	Buy
2025 Q2	$9.49K	Buy
2025 Q1	$7.11K	Sell
2024 Q4	$13.9K	Hold
2024 Q3	$14.5K	Hold
2024 Q2	$12.7K	Buy
2024 Q1	$8.94K	Sell
2023 Q4	$22.5K	Buy
2022 Q2	–	Sell
2022 Q1	$15K	Buy