Gilliland Jeter Wealth 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
$1.13M Sell
2025
Q1
$1.09M Sell
2024
Q4
$1.21M Sell
2024
Q3
$1.27M Buy
2024
Q2
$1.1M Buy
2024
Q1
$1.04M Sell
2023
Q4
$1.13M Buy