FWA
SPGI icon

FSM Wealth Advisors’s S&P Global SPGI Stock Holding History

FSM Wealth Advisors’s Portfolio SPGI Stock Details SPGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$447K Sell
842
-23
-3% -$12.2K 0.07% 174
2025
Q1 		$439K Buy
+865
New +$439K 0.1% 116