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

Cherry Tree Wealth Management’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
2025 Q3	$1.22K	Hold
2025 Q2	$1.32K	Sell
2025 Q1	$27.2K	Buy
2024 Q4	$21.7K	Hold
2024 Q3	$22.5K	Hold
2024 Q2	$19.4K	Buy
2024 Q1	$7.45K	Buy
2023 Q4	$4.18K	Hold
2023 Q3	$3.47K	Hold
2023 Q2	$3.81K	Buy