Cobblestone Capital Advisors’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	$410K	Hold	777	–	–	0.02%	215
2025 Q1	$395K	Buy	777 +326	+72%	+$166K	0.02%	209
2024 Q4	$225K	Buy	451 +10	+2%	+$4.98K	0.01%	274
2024 Q3	$228K	Buy	+441	New	+$228K	0.01%	266