Carret Asset Management’s S&P Global SPGI Stock Holding History

Carret Asset 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 Q2	$1.3M	Sell
2025 Q1	$1.25M	Buy
2024 Q4	$1.13M	Buy
2024 Q3	$1.03M	Buy
2024 Q2	$501K	Buy