Benchmark Investment Advisors’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
2025
Q1
$1.39M Buy
2024
Q4
$294K Sell
2024
Q3
$308K Sell
2024
Q2
$572K Sell
2024
Q1
$552K Buy
2023
Q4
$298K Buy