Brady Family Wealth’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
Q3
$3.49M Sell
2025
Q2
$3.81M Sell
2025
Q1
$3.7M Buy
2024
Q4
$3.59M Sell
2024
Q3
$3.91M Sell
2024
Q2
$3.41M Buy
2024
Q1
$3.25M Buy
2023
Q4
$3.29M Buy
2023
Q3
$2.63M Sell
2023
Q2
$2.95M Buy
2023
Q1
$2.51M Buy
2022
Q4
$2.35M Buy