Evelyn Partners Investment Management Services’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	$7.03M	Buy	13,978 +5,912	+73%	+$2.97M	0.94%	31
2025 Q1	$4.28M	Buy	+8,066	New	+$4.28M	0.74%	35