Formidable Asset Management’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
Q2
$714K Sell
2025
Q1
$801K Hold
2024
Q4
$785K Sell
2024
Q3
$861K Sell
2024
Q2
$836K Sell
2024
Q1
$914K Buy
2023
Q4
$920K Sell
2023
Q3
$790K Buy
2023
Q2
$797K Sell
2023
Q1
$724K Buy