CM Wealth Advisors’s S&P Global SPGI Stock Holding History

CM Wealth Advisors’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 Q4	$885K	Buy
2024 Q2	–	Sell
2024 Q1	$625K	Buy
2023 Q3	–	Sell
2023 Q2	$501K	Sell
2023 Q1	$2.35M	Buy