Burling Wealth Partners’s S&P Global SPGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.14M	Sell	2,158 -278	-11%	-$147K	0.21%	90
2025 Q1	$1.24M	Sell	2,436 -82	-3%	-$41.7K	0.26%	87
2024 Q4	$1.25M	Buy	+2,518	New	+$1.25M	0.26%	88