DHJJ Financial Advisors’s S&P Global SPGI Stock Holding History

DHJJ Financial Advisors’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 Q3	$137K	Hold
2025 Q2	$148K	Hold
2025 Q1	$143K	Hold
2024 Q4	$140K	Hold
2024 Q3	$145K	Hold
2024 Q2	$125K	Hold
2024 Q1	$120K	Hold
2023 Q4	$124K	Hold
2023 Q3	$103K	Buy