Continuum Advisory’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$847K Buy
2025
Q1
$787K Sell
2024
Q4
$785K Buy
2024
Q3
$788K Buy
2024
Q2
$680K Buy
2024
Q1
$653K Sell
2023
Q4
$823K Buy
2023
Q3
$676K Sell
2023
Q2
$758K Hold
2023
Q1
$652K Buy
2022
Q4
$613K Buy
2022
Q3
$532K Sell
2022
Q2
$616K Sell
2022
Q1
$702K Buy
2021
Q4
$578K Sell
2021
Q3
$552K Buy
2021
Q2
$502K Buy