Gitterman 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
Q3
Sell
2025
Q2
$13.2K Sell
2025
Q1
$247K Buy
2024
Q4
$241K Buy
2024
Q3
$236K Buy
2024
Q2
$201K Buy
2023
Q4
Sell
2023
Q3
$261K Buy
2022
Q2
Sell
2022
Q1
$242K Buy