Foster Victor Wealth Advisors’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	$16.6M	Buy	31,323 +1,383	+5%	+$731K	1.12%	30
2025 Q1	$13.9M	Buy	29,940 +1,428	+5%	+$664K	1.12%	30
2024 Q4	$14.3M	Buy	28,512 +2,859	+11%	+$1.43M	1.1%	32
2024 Q3	$13.4M	Buy	25,653 +11,273	+78%	+$5.88M	1.07%	33
2024 Q2	$7.03M	Buy	+14,380	New	+$7.03M	0.59%	68