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

BNC 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	$5.11M	Buy
2025 Q2	$5.42M	Sell
2025 Q1	$5.3M	Buy
2024 Q4	$4.3M	Buy
2024 Q3	$4.03M	Buy
2020 Q4	–	Sell
2020 Q3	$147K	Buy