Bison Wealth’s S&P Global SPGI Stock Holding History

Bison Wealth’s Portfolio SPGI Stock Details SPGI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$370K	Sell
2024 Q3	$664K	Buy
2024 Q2	$399K	Hold
2024 Q1	$399K	Sell
2023 Q4	$428K	Buy
2023 Q3	$328K	Buy
2023 Q2	$335K	Buy
2023 Q1	$240K	Sell
2022 Q4	$249K	Buy