Forefront Wealth Partners’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
$1.79M Buy
3,495
+1,713
+96% +$878K 1.23% 25
2025
Q1
$905K Sell
1,782
-1
-0.1% -$508 0.62% 39
2024
Q4
$888K Buy
+1,783
New +$888K 0.66% 40