Evelyn Partners Asset Management’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	$6.33K	Buy	12 +1	+9%	+$527	﹤0.01%	118
2025 Q1	$6.1K	Buy	+11	New	+$6.1K	﹤0.01%	86